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 | $281,486 | $148,978+88.9% | $200,582+40.3% | $84,808+231.9% |
| Participation rate | 84.9% | 84.2%+0.7pp | 86.9%-2.0pp | 68.3%+16.6pp |
| Annual return | 18.13% | 28.16%-10.0pp | 42.33%-24.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $17,543 | $7,142+145.6% | $9,331+88.0% | $4,212+316.5% |
| Admin fee / account holder | $6,507 | $13,977-53.4% | $16,305-60.1% | $7,344-11.4% |