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 8-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 | $405,768 | $214,378+89.3% | $200,582+102.3% | $142,382+185.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 15.64% | 46.41%-30.8pp | 42.33%-26.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,064 | $6,841-69.8% | $6,419-67.8% | $4,299-52.0% |
| Participant deferral / active EE | $11,645 | $9,865+18.0% | $9,331+24.8% | $6,507+79.0% |
| Admin fee / account holder | $10,933 | $17,692-38.2% | $16,305-32.9% | $12,624-13.4% |