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 | $333,504 | $77,634+329.6% | $156,549+113.0% | $62,891+430.3% |
| Participation rate | 70.3% | 71.2%-0.9pp | 84.0%-13.7pp | 69.3%+1.0pp |
| Annual return | 6.79% | 50.32%-43.5pp | 32.23%-25.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $11,869 | $3,444+244.7% | $5,501+115.8% | $2,281+420.4% |
| Participant deferral / active EE | $5,691 | $3,045+86.9% | $4,871+16.8% | $3,203+77.7% |
| Admin fee / account holder | $10,283 | $5,561+84.9% | $13,027-21.1% | $4,296+139.4% |