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 | $342,329 | $124,319+175.4% | $111,297+207.6% | $167,490+104.4% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 18.82% | 37.44%-18.6pp | 54.65%-35.8pp | 478.56%-459.7pp |
| Employer contribution / active EE | $5,000 | $3,435+45.5% | $2,731+83.1% | $4,837+3.4% |
| Participant deferral / active EE | $2,936 | $5,180-43.3% | $4,487-34.6% | $6,341-53.7% |
| Admin fee / account holder | $7,661 | $10,618-27.9% | $7,964-3.8% | $12,309-37.8% |