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 3-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 | $346,787 | $209,336+65.7% | $197,124+75.9% | $137,256+152.7% |
| Participation rate | 70.0% | 87.3%-17.3pp | 86.7%-16.7pp | 80.0%-10.0pp |
| Annual return | 17.84% | 48.09%-30.2pp | 44.34%-26.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $9,449 | $6,591+43.4% | $6,227+51.7% | $4,156+127.3% |
| Participant deferral / active EE | $14,281 | $9,614+48.5% | $9,135+56.3% | $6,407+122.9% |
| Admin fee / account holder | $585 | $17,308-96.6% | $16,298-96.4% | $12,270-95.2% |