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 | $273,400 | $100,041+173.3% | $149,718+82.6% | $70,131+289.8% |
| Participation rate | 91.7% | 83.6%+8.1pp | 87.1%+4.6pp | 69.5%+22.1pp |
| Annual return | 20.05% | 27.43%-7.4pp | 1501.63%-1481.6pp | 73.14%-53.1pp |
| Employer contribution / active EE | $7,160 | $3,662+95.5% | $5,445+31.5% | $2,342+205.6% |
| Participant deferral / active EE | $11,974 | $4,983+140.3% | $6,569+82.3% | $3,332+259.4% |
| Admin fee / account holder | $5,412 | $8,286-34.7% | $11,283-52.0% | $4,645+16.5% |