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 | $275,152 | $152,587+80.3% | $125,175+119.8% | $152,861+80.0% |
| Participation rate | 95.2% | 83.3%+11.9pp | 79.8%+15.5pp | 82.4%+12.8pp |
| Annual return | 24.23% | 54.84%-30.6pp | 43.79%-19.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $4,565 | $4,946-7.7% | $3,865+18.1% | $4,762-4.1% |
| Participant deferral / active EE | $7,948 | $5,868+35.5% | $4,937+61.0% | $5,850+35.9% |
| Admin fee / account holder | $11,200 | $13,434-16.6% | $9,702+15.4% | $11,596-3.4% |