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 | $421,978 | $124,425+239.1% | $112,040+276.6% | $137,256+207.4% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 11.59% | 24.72%-13.1pp | 24.52%-12.9pp | 220.34%-208.8pp |
| Employer contribution / active EE | $4,926 | $3,411+44.4% | $2,954+66.8% | $4,156+18.5% |
| Participant deferral / active EE | $12,838 | $5,718+124.5% | $5,098+151.8% | $6,407+100.4% |
| Admin fee / account holder | $77,282 | $15,207+408.2% | $12,098+538.8% | $12,270+529.8% |