See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $361,960 | $148,534+143.7% | $135,903+166.3% | $139,434+159.6% |
| Participation rate | 90.5% | 83.9%+6.6pp | 81.9%+8.6pp | 80.3%+10.2pp |
| Annual return | 18.27% | 79.19%-60.9pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $6,687 | $5,243+27.5% | $4,856+37.7% | $4,751+40.8% |
| Participant deferral / active EE | $12,822 | $8,100+58.3% | $7,758+65.3% | $6,710+91.1% |
| Admin fee / account holder | $6,855 | $12,400-44.7% | $10,762-36.3% | $11,403-39.9% |