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 | $352,710 | $107,334+228.6% | $92,893+279.7% | $152,861+130.7% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 19.69% | 145.58%-125.9pp | 109.41%-89.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $16,864 | $4,221+299.5% | $3,653+361.7% | $4,762+254.1% |
| Participant deferral / active EE | $11,271 | $4,845+132.6% | $4,236+166.1% | $5,850+92.7% |
| Admin fee / account holder | $7,838 | $7,079+10.7% | $5,794+35.3% | $11,596-32.4% |