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 | $250,927 | $162,781+54.2% | $133,956+87.3% | $158,922+57.9% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 13.64% | 41.94%-28.3pp | 45.09%-31.5pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,672 | $4,975-66.4% | $3,919-57.3% | $4,761-64.9% |
| Participant deferral / active EE | $5,311 | $5,911-10.1% | $5,048+5.2% | $5,982-11.2% |
| Admin fee / account holder | $18,813 | $11,736+60.3% | $8,927+110.7% | $11,246+67.3% |