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 | $332,131 | $157,256+111.2% | $141,162+135.3% | $152,861+117.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 15.12% | 64.32%-49.2pp | 71.39%-56.3pp | 345.32%-330.2pp |
| Employer contribution / active EE | $6,321 | $5,261+20.2% | $4,735+33.5% | $4,762+32.7% |
| Participant deferral / active EE | $8,982 | $7,109+26.3% | $6,709+33.9% | $5,850+53.5% |
| Admin fee / account holder | $616 | $12,120-94.9% | $10,261-94.0% | $11,596-94.7% |