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 | $328,098 | $109,327+200.1% | $89,391+267.0% | $158,922+106.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 9.27% | 345.68%-336.4pp | 245.62%-236.3pp | 302.83%-293.6pp |
| Employer contribution / active EE | $4,648 | $3,170+46.6% | $2,586+79.8% | $4,761-2.4% |
| Participant deferral / active EE | $13,817 | $4,598+200.5% | $3,890+255.2% | $5,982+131.0% |
| Admin fee / account holder | $7,389 | $6,153+20.1% | $4,881+51.4% | $11,246-34.3% |