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 5-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 | $275,063 | $124,425+121.1% | $112,040+145.5% | $137,256+100.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.86% | 24.72%-11.9pp | 24.52%-11.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $3,609 | $3,411+5.8% | $2,954+22.2% | $4,156-13.2% |
| Participant deferral / active EE | $31,000 | $5,718+442.1% | $5,098+508.1% | $6,407+383.9% |
| Admin fee / account holder | $3,554 | $15,207-76.6% | $12,098-70.6% | $12,270-71.0% |