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 | $316,945 | $124,425+154.7% | $112,040+182.9% | $137,256+130.9% |
| Participation rate | 90.5% | 79.3%+11.2pp | 76.5%+14.0pp | 80.0%+10.5pp |
| Annual return | 15.18% | 24.72%-9.5pp | 24.52%-9.3pp | 220.34%-205.2pp |
| Employer contribution / active EE | $11,269 | $3,411+230.3% | $2,954+281.5% | $4,156+171.2% |
| Participant deferral / active EE | $2,925 | $5,718-48.9% | $5,098-42.6% | $6,407-54.3% |
| Admin fee / account holder | $783 | $15,207-94.8% | $12,098-93.5% | $12,270-93.6% |