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 | $514,829 | $117,983+336.4% | $101,794+405.8% | $142,382+261.6% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 14.69% | 36.92%-22.2pp | 30.53%-15.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,386 | $2,773-50.0% | $2,289-39.4% | $4,299-67.8% |
| Participant deferral / active EE | $3,197 | $4,714-32.2% | $4,084-21.7% | $6,507-50.9% |
| Admin fee / account holder | $13,554 | $10,433+29.9% | $8,777+54.4% | $12,624+7.4% |