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 | $283,577 | $172,111+64.8% | $150,298+88.7% | $137,256+106.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.00% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,782 | $4,636-40.0% | $4,154-33.0% | $4,156-33.1% |
| Participant deferral / active EE | $8,740 | $6,166+41.7% | $5,453+60.3% | $6,407+36.4% |
| Admin fee / account holder | $8,206 | $16,471-50.2% | $14,116-41.9% | $12,270-33.1% |