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 | $273,798 | $176,056+55.5% | $159,436+71.7% | $167,490+63.5% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 10.95% | 331.75%-320.8pp | 263.57%-252.6pp | 478.56%-467.6pp |
| Employer contribution / active EE | $6,932 | $5,297+30.9% | $4,829+43.5% | $4,837+43.3% |
| Participant deferral / active EE | $17,203 | $7,750+122.0% | $7,352+134.0% | $6,341+171.3% |
| Admin fee / account holder | $21,839 | $12,554+74.0% | $10,799+102.2% | $12,309+77.4% |