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 | $334,004 | $153,772+117.2% | $133,980+149.3% | $273,961+21.9% |
| Participation rate | 91.3% | 88.4%+2.9pp | 87.1%+4.2pp | 83.0%+8.3pp |
| Annual return | 9.90% | 36.51%-26.6pp | 29.30%-19.4pp | 41.45%-31.6pp |
| Employer contribution / active EE | $3,603 | $6,029-40.2% | $5,211-30.9% | $4,869-26.0% |
| Participant deferral / active EE | $8,949 | $6,958+28.6% | $6,282+42.5% | $5,287+69.3% |
| Admin fee / account holder | $6,518 | $11,765-44.6% | $9,324-30.1% | $10,132-35.7% |