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 | $396,298 | $171,164+131.5% | $127,761+210.2% | $152,861+159.3% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.0%+4.3pp | 82.4%+0.9pp |
| Annual return | 14.25% | 23.54%-9.3pp | 26.14%-11.9pp | 345.32%-331.1pp |
| Employer contribution / active EE | $7,221 | $5,447+32.6% | $4,574+57.9% | $4,762+51.6% |
| Participant deferral / active EE | $13,415 | $7,038+90.6% | $6,021+122.8% | $5,850+129.3% |
| Admin fee / account holder | $509,567 | $14,530+3406.9% | $9,395+5323.5% | $11,596+4294.2% |