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 | $395,448 | $159,602+147.8% | $150,045+163.6% | $142,382+177.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 16.24% | 70.24%-54.0pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,783 | $4,961-3.6% | $4,693+1.9% | $4,299+11.3% |
| Participant deferral / active EE | $8,950 | $8,310+7.7% | $7,997+11.9% | $6,507+37.5% |
| Admin fee / account holder | $53,724 | $14,846+261.9% | $13,435+299.9% | $12,624+325.6% |