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 | $360,026 | $110,257+226.5% | $96,544+272.9% | $139,434+158.2% |
| Participation rate | 90.5% | 78.1%+12.4pp | 76.0%+14.5pp | 80.3%+10.2pp |
| Annual return | 10.69% | 26.32%-15.6pp | 25.84%-15.1pp | 372.94%-362.2pp |
| Employer contribution / active EE | $3,785 | $3,620+4.6% | $2,965+27.7% | $4,751-20.3% |
| Participant deferral / active EE | $12,614 | $5,548+127.4% | $4,851+160.0% | $6,710+88.0% |
| Admin fee / account holder | $24,683 | $11,591+112.9% | $8,252+199.1% | $11,403+116.5% |