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 | $455,768 | $159,602+185.6% | $150,045+203.8% | $142,382+220.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 15.18% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,067 | $4,961-38.2% | $4,693-34.6% | $4,299-28.7% |
| Participant deferral / active EE | $14,982 | $8,310+80.3% | $7,997+87.3% | $6,507+130.2% |
| Admin fee / account holder | $1,714 | $14,846-88.5% | $13,435-87.2% | $12,624-86.4% |