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 | $286,729 | $217,402+31.9% | $185,823+54.3% | $167,490+71.2% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 15.56% | 148.36%-132.8pp | 122.05%-106.5pp | 478.56%-463.0pp |
| Employer contribution / active EE | $2,297 | $5,873-60.9% | $5,167-55.5% | $4,837-52.5% |
| Participant deferral / active EE | $8,811 | $6,356+38.6% | $5,568+58.2% | $6,341+38.9% |
| Admin fee / account holder | $23,396 | $19,811+18.1% | $16,237+44.1% | $12,309+90.1% |