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 | $320,319 | $179,726+78.2% | $156,263+105.0% | $142,382+125.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 14.51% | 77.86%-63.3pp | 59.47%-45.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,056 | $5,069-59.4% | $4,333-52.6% | $4,299-52.2% |
| Participant deferral / active EE | $12,060 | $6,956+73.4% | $6,158+95.8% | $6,507+85.3% |
| Admin fee / account holder | $2,778 | $17,272-83.9% | $14,255-80.5% | $12,624-78.0% |