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 | $445,957 | $124,425+258.4% | $112,040+298.0% | $137,256+224.9% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 17.05% | 24.72%-7.7pp | 24.52%-7.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,212 | $3,411-5.8% | $2,954+8.7% | $4,156-22.7% |
| Participant deferral / active EE | $12,031 | $5,718+110.4% | $5,098+136.0% | $6,407+87.8% |
| Admin fee / account holder | $10,185 | $15,207-33.0% | $12,098-15.8% | $12,270-17.0% |