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 | $381,542 | $148,534+156.9% | $135,903+180.7% | $139,434+173.6% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 16.42% | 79.19%-62.8pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,266 | $5,243-75.8% | $4,856-73.9% | $4,751-73.3% |
| Participant deferral / active EE | $6,024 | $8,100-25.6% | $7,758-22.3% | $6,710-10.2% |
| Admin fee / account holder | $204,024 | $12,400+1545.4% | $10,762+1795.8% | $11,403+1689.3% |