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 | $391,761 | $165,335+136.9% | $149,696+161.7% | $158,922+146.5% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 14.97% | 348.15%-333.2pp | 276.60%-261.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $8,669 | $5,103+69.9% | $4,644+86.7% | $4,761+82.1% |
| Participant deferral / active EE | $10,341 | $7,181+44.0% | $6,842+51.1% | $5,982+72.9% |
| Admin fee / account holder | $4,077 | $10,807-62.3% | $9,309-56.2% | $11,246-63.7% |