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 | $265,293 | $109,359+142.6% | $162,163+63.6% | $72,985+263.5% |
| Participation rate | 91.7% | 84.3%+7.4pp | 87.6%+4.1pp | 69.5%+22.2pp |
| Annual return | 25.17% | 25.46%-0.3pp | 115.59%-90.4pp | 81.00%-55.8pp |
| Employer contribution / active EE | $6,451 | $3,907+65.1% | $5,614+14.9% | $2,440+164.4% |
| Participant deferral / active EE | $7,140 | $5,481+30.3% | $7,298-2.2% | $3,607+97.9% |
| Admin fee / account holder | $1,025 | $7,972-87.1% | $10,843-90.5% | $5,124-80.0% |