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 | $258,812 | $72,492+257.0% | $87,100+197.1% | $72,985+254.6% |
| Participation rate | 97.7% | 72.8%+24.9pp | 76.9%+20.8pp | 69.5%+28.2pp |
| Annual return | 20.59% | 24.46%-3.9pp | 28.19%-7.6pp | 81.00%-60.4pp |
| Employer contribution / active EE | $6,696 | $1,894+253.6% | $2,521+165.6% | $2,440+174.5% |
| Participant deferral / active EE | $2,465 | $3,270-24.6% | $4,049-39.1% | $3,607-31.7% |
| Admin fee / account holder | $8,878 | $5,055+75.6% | $7,497+18.4% | $5,124+73.2% |