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 | $373,726 | $172,478+116.7% | $145,661+156.6% | $142,382+162.5% |
| Participation rate | 95.5% | 80.1%+15.4pp | 77.2%+18.2pp | 80.1%+15.3pp |
| Annual return | 11.52% | 151.09%-139.6pp | 101.46%-89.9pp | 217.08%-205.6pp |
| Employer contribution / active EE | $5,804 | $4,899+18.5% | $4,238+37.0% | $4,299+35.0% |
| Participant deferral / active EE | $14,044 | $8,348+68.2% | $7,198+95.1% | $6,507+115.8% |
| Admin fee / account holder | $46,415 | $16,864+175.2% | $12,466+272.3% | $12,624+267.7% |