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 | $292,842 | $165,335+77.1% | $149,696+95.6% | $158,922+84.3% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 15.18% | 348.15%-333.0pp | 276.60%-261.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,837 | $5,103-44.4% | $4,644-38.9% | $4,761-40.4% |
| Participant deferral / active EE | $10,255 | $7,181+42.8% | $6,842+49.9% | $5,982+71.4% |
| Admin fee / account holder | $2,147 | $10,807-80.1% | $9,309-76.9% | $11,246-80.9% |