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 | $287,484 | $210,408+36.6% | $153,485+87.3% | $145,922+97.0% |
| Participation rate | 70.0% | 82.1%-12.1pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 12.33% | 13.37%-1.0pp | 15.65%-3.3pp | 561.29%-549.0pp |
| Employer contribution / active EE | $5,928 | $6,048-2.0% | $5,039+17.7% | $4,660+27.2% |
| Participant deferral / active EE | $10,225 | $7,975+28.2% | $6,757+51.3% | $6,688+52.9% |
| Admin fee / account holder | $1,160 | $19,419-94.0% | $12,724-90.9% | $13,397-91.3% |