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 | $253,422 | $162,781+55.7% | $133,956+89.2% | $158,922+59.5% |
| Participation rate | 94.4% | 83.2%+11.2pp | 79.8%+14.6pp | 82.0%+12.5pp |
| Annual return | 15.48% | 41.94%-26.5pp | 45.09%-29.6pp | 302.83%-287.3pp |
| Employer contribution / active EE | $4,223 | $4,975-15.1% | $3,919+7.8% | $4,761-11.3% |
| Participant deferral / active EE | $9,250 | $5,911+56.5% | $5,048+83.3% | $5,982+54.6% |
| Admin fee / account holder | $485 | $11,736-95.9% | $8,927-94.6% | $11,246-95.7% |