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 | $264,345 | $77,899+239.3% | $149,673+76.6% | $75,163+251.7% |
| Participation rate | 93.5% | 65.6%+27.9pp | 78.8%+14.7pp | 67.2%+26.3pp |
| Annual return | 18.75% | 31.72%-13.0pp | 134.42%-115.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $3,744 | $3,137+19.3% | $4,818-22.3% | $2,670+40.2% |
| Participant deferral / active EE | $6,298 | $3,411+84.6% | $5,680+10.9% | $4,125+52.7% |
| Admin fee / account holder | $3,211 | $5,956-46.1% | $13,210-75.7% | $5,651-43.2% |