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 | $967,190 | $214,378+351.2% | $200,582+382.2% | $142,382+579.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 16.58% | 46.41%-29.8pp | 42.33%-25.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,384 | $6,841-65.2% | $6,419-62.9% | $4,299-44.5% |
| Participant deferral / active EE | $11,513 | $9,865+16.7% | $9,331+23.4% | $6,507+76.9% |
| Admin fee / account holder | $135,669 | $17,692+666.8% | $16,305+732.1% | $12,624+974.7% |