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 | $339,230 | $111,754+203.6% | $103,333+228.3% | $145,922+132.5% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+8.0pp |
| Annual return | 12.18% | 24.77%-12.6pp | 24.88%-12.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $4,395 | $4,212+4.3% | $3,868+13.6% | $4,660-5.7% |
| Participant deferral / active EE | $4,138 | $5,619-26.3% | $5,057-18.2% | $6,688-38.1% |
| Admin fee / account holder | $1,641 | $9,750-83.2% | $8,355-80.4% | $13,397-87.7% |