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 | $420,113 | $76,552+448.8% | $123,892+239.1% | $62,891+568.0% |
| Participation rate | 90.9% | 73.0%+17.9pp | 81.4%+9.5pp | 69.3%+21.6pp |
| Annual return | 8.55% | 18.68%-10.1pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $639 | $2,883-77.8% | $4,617-86.2% | $2,281-72.0% |
| Participant deferral / active EE | $11,766 | $4,840+143.1% | $5,984+96.6% | $3,203+267.4% |
| Admin fee / account holder | $31,647 | $4,826+555.8% | $8,357+278.7% | $4,296+636.7% |