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 6-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 | $418,159 | $176,056+137.5% | $159,436+162.3% | $167,490+149.7% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 15.32% | 331.75%-316.4pp | 263.57%-248.3pp | 478.56%-463.2pp |
| Employer contribution / active EE | $7,703 | $5,297+45.4% | $4,829+59.5% | $4,837+59.2% |
| Participant deferral / active EE | $14,353 | $7,750+85.2% | $7,352+95.2% | $6,341+126.3% |
| Admin fee / account holder | $1,839 | $12,554-85.4% | $10,799-83.0% | $12,309-85.1% |