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 | $827,341 | $159,602+418.4% | $150,045+451.4% | $142,382+481.1% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.3%-4.1pp | 80.1%-1.9pp |
| Annual return | 16.35% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,043 | $4,961-38.6% | $4,693-35.2% | $4,299-29.2% |
| Participant deferral / active EE | $6,665 | $8,310-19.8% | $7,997-16.7% | $6,507+2.4% |
| Admin fee / account holder | $38,670 | $14,846+160.5% | $13,435+187.8% | $12,624+206.3% |