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 7-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 | $546,385 | $176,056+210.3% | $159,436+242.7% | $167,490+226.2% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 13.92% | 331.75%-317.8pp | 263.57%-249.7pp | 478.56%-464.6pp |
| Employer contribution / active EE | $3,564 | $5,297-32.7% | $4,829-26.2% | $4,837-26.3% |
| Participant deferral / active EE | $6,356 | $7,750-18.0% | $7,352-13.6% | $6,341+0.2% |
| Admin fee / account holder | $523 | $12,554-95.8% | $10,799-95.2% | $12,309-95.8% |