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 | $350,846 | $180,449+94.4% | $154,107+127.7% | $135,375+159.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | 9.19% | 888.09%-878.9pp | 735.12%-725.9pp | 519.73%-510.5pp |
| Employer contribution / active EE | $6,333 | $6,035+4.9% | $5,298+19.6% | $4,779+32.5% |
| Participant deferral / active EE | $6,541 | $5,806+12.7% | $5,081+28.7% | $5,609+16.6% |
| Admin fee / account holder | $9,981 | $16,143-38.2% | $13,411-25.6% | $10,827-7.8% |