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 | $446,107 | $165,335+169.8% | $149,696+198.0% | $158,922+180.7% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 23.69% | 348.15%-324.5pp | 276.60%-252.9pp | 302.83%-279.1pp |
| Employer contribution / active EE | $2,833 | $5,103-44.5% | $4,644-39.0% | $4,761-40.5% |
| Participant deferral / active EE | $7,713 | $7,181+7.4% | $6,842+12.7% | $5,982+28.9% |
| Admin fee / account holder | $1,483 | $10,807-86.3% | $9,309-84.1% | $11,246-86.8% |