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 | $385,926 | $77,503+398.0% | $100,391+284.4% | $80,856+377.3% |
| Participation rate | 77.1% | 76.9%+0.2pp | 81.5%-4.3pp | 67.6%+9.5pp |
| Annual return | 18.72% | 37.20%-18.5pp | 49.20%-30.5pp | 35.59%-16.9pp |
| Employer contribution / active EE | $1,870 | $2,801-33.2% | $3,942-52.6% | $2,755-32.1% |
| Participant deferral / active EE | $7,760 | $6,820+13.8% | $8,082-4.0% | $4,296+80.6% |
| Admin fee / account holder | $31,684 | $5,897+437.3% | $7,899+301.1% | $6,918+358.0% |