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 | $296,541 | $99,877+196.9% | $84,966+249.0% | $145,922+103.2% |
| Participation rate | 72.2% | 74.1%-1.9pp | 67.5%+4.7pp | 80.3%-8.1pp |
| Annual return | 15.64% | 83.76%-68.1pp | 66.38%-50.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $3,603 | $3,231+11.5% | $2,727+32.1% | $4,660-22.7% |
| Participant deferral / active EE | $11,186 | $5,291+111.4% | $4,519+147.5% | $6,688+67.3% |
| Admin fee / account holder | $7,173 | $7,248-1.0% | $6,149+16.7% | $13,397-46.5% |