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 | $307,178 | $124,425+146.9% | $112,040+174.2% | $137,256+123.8% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 19.38% | 24.72%-5.3pp | 24.52%-5.1pp | 220.34%-201.0pp |
| Employer contribution / active EE | $5,976 | $3,411+75.2% | $2,954+102.3% | $4,156+43.8% |
| Participant deferral / active EE | $16,759 | $5,718+193.1% | $5,098+228.8% | $6,407+161.6% |
| Admin fee / account holder | $4,000 | $15,207-73.7% | $12,098-66.9% | $12,270-67.4% |