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 | $961,580 | $177,572+441.5% | $154,803+521.2% | $142,382+575.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 18.94% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $6,736 | $4,810+40.0% | $4,305+56.5% | $4,299+56.7% |
| Participant deferral / active EE | $14,601 | $6,272+132.8% | $5,540+163.5% | $6,507+124.4% |
| Admin fee / account holder | $1,807 | $16,786-89.2% | $14,329-87.4% | $12,624-85.7% |