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 | $303,486 | $113,339+167.8% | $94,993+219.5% | $147,584+105.6% |
| Participation rate | 95.0% | 78.0%+17.0pp | 73.9%+21.1pp | 82.8%+12.2pp |
| Annual return | 15.50% | 20.77%-5.3pp | 27.12%-11.6pp | 578.55%-563.0pp |
| Employer contribution / active EE | $5,895 | $3,160+86.5% | $2,603+126.4% | $4,876+20.9% |
| Participant deferral / active EE | $9,236 | $3,777+144.5% | $3,317+178.4% | $5,439+69.8% |
| Admin fee / account holder | $2,392 | $6,063-60.5% | $4,960-51.8% | $10,885-78.0% |