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 | $270,791 | $172,478+57.0% | $145,661+85.9% | $142,382+90.2% |
| Participation rate | 70.8% | 80.1%-9.3pp | 77.2%-6.4pp | 80.1%-9.3pp |
| Annual return | 13.95% | 151.09%-137.1pp | 101.46%-87.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $11,987 | $4,899+144.7% | $4,238+182.9% | $4,299+178.8% |
| Participant deferral / active EE | $12,024 | $8,348+44.0% | $7,198+67.0% | $6,507+84.8% |
| Admin fee / account holder | $8,686 | $16,864-48.5% | $12,466-30.3% | $12,624-31.2% |