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 | $324,256 | $95,266+240.4% | $82,389+293.6% | $142,382+127.7% |
| Participation rate | 86.7% | 74.5%+12.2pp | 69.5%+17.1pp | 80.1%+6.5pp |
| Annual return | 14.51% | 25.74%-11.2pp | 28.67%-14.2pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,550 | $2,991+18.7% | $2,517+41.1% | $4,299-17.4% |
| Participant deferral / active EE | $7,362 | $4,809+53.1% | $4,155+77.2% | $6,507+13.1% |
| Admin fee / account holder | $20,318 | $8,563+137.3% | $7,231+181.0% | $12,624+61.0% |