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 | $294,559 | $165,335+78.2% | $149,696+96.8% | $158,922+85.3% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 14.24% | 348.15%-333.9pp | 276.60%-262.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $9,175 | $5,103+79.8% | $4,644+97.6% | $4,761+92.7% |
| Participant deferral / active EE | $5,730 | $7,181-20.2% | $6,842-16.2% | $5,982-4.2% |
| Admin fee / account holder | $13,191 | $10,807+22.1% | $9,309+41.7% | $11,246+17.3% |