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 | $522,790 | $154,228+239.0% | $145,433+259.5% | $137,256+280.9% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 15.07% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $4,850 | $4,804+1.0% | $4,554+6.5% | $4,156+16.7% |
| Participant deferral / active EE | $8,909 | $8,216+8.4% | $7,897+12.8% | $6,407+39.1% |
| Admin fee / account holder | $30,804 | $14,344+114.8% | $13,129+134.6% | $12,270+151.0% |