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 | $290,087 | $115,882+150.3% | $100,516+188.6% | $158,922+82.5% |
| Participation rate | 93.3% | 81.6%+11.8pp | 79.4%+13.9pp | 82.0%+11.4pp |
| Annual return | 17.35% | 34.79%-17.4pp | 30.89%-13.5pp | 302.83%-285.5pp |
| Employer contribution / active EE | $9,822 | $4,103+139.4% | $3,418+187.4% | $4,761+106.3% |
| Participant deferral / active EE | $8,610 | $6,674+29.0% | $6,270+37.3% | $5,982+43.9% |
| Admin fee / account holder | $43,968 | $10,995+299.9% | $8,081+444.1% | $11,246+291.0% |