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 | $411,278 | $95,803+329.3% | $113,168+263.4% | $84,808+385.0% |
| Participation rate | 81.8% | 72.9%+9.0pp | 76.6%+5.3pp | 68.3%+13.5pp |
| Annual return | 13.12% | 25.00%-11.9pp | 24.27%-11.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $976 | $2,360-58.6% | $2,975-67.2% | $2,631-62.9% |
| Participant deferral / active EE | $8,669 | $4,242+104.4% | $5,107+69.7% | $4,212+105.8% |
| Admin fee / account holder | $4,113 | $8,989-54.2% | $12,068-65.9% | $7,344-44.0% |