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 | $263,147 | $79,944+229.2% | $98,439+167.3% | $75,163+250.1% |
| Participation rate | 90.6% | 70.4%+20.3pp | 75.2%+15.5pp | 67.2%+23.4pp |
| Annual return | 15.69% | 19.75%-4.1pp | 21.16%-5.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $658 | $2,264-71.0% | $3,048-78.4% | $2,670-75.4% |
| Participant deferral / active EE | $2,727 | $3,752-27.3% | $4,738-42.4% | $4,125-33.9% |
| Admin fee / account holder | $16,503 | $6,840+141.3% | $8,948+84.4% | $5,651+192.0% |