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 | $369,028 | $78,672+369.1% | $109,143+238.1% | $85,850+329.9% |
| Participation rate | 73.3% | 68.3%+5.1pp | 75.9%-2.5pp | 69.3%+4.0pp |
| Annual return | 16.96% | 25.09%-8.1pp | 25.75%-8.8pp | 318.53%-301.6pp |
| Employer contribution / active EE | $3,800 | $2,735+39.0% | $3,722+2.1% | $2,565+48.1% |
| Participant deferral / active EE | $7,274 | $3,467+109.8% | $4,653+56.3% | $3,952+84.1% |
| Admin fee / account holder | $1,849 | $5,469-66.2% | $6,752-72.6% | $6,260-70.5% |