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 | $297,365 | $112,729+163.8% | $98,716+201.2% | $137,256+116.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 16.01% | 38.48%-22.5pp | 31.81%-15.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $4,766 | $2,725+74.9% | $2,279+109.2% | $4,156+14.7% |
| Participant deferral / active EE | $5,201 | $4,640+12.1% | $4,048+28.5% | $6,407-18.8% |
| Admin fee / account holder | $20,526 | $10,129+102.7% | $8,703+135.9% | $12,270+67.3% |