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 | $293,605 | $181,894+61.4% | $156,549+87.5% | $273,961+7.2% |
| Participation rate | 84.6% | 88.4%-3.8pp | 84.0%+0.6pp | 83.0%+1.6pp |
| Annual return | 7.22% | 30.74%-23.5pp | 32.23%-25.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $3,535 | $6,248-43.4% | $5,501-35.7% | $4,869-27.4% |
| Participant deferral / active EE | $3,835 | $5,550-30.9% | $4,871-21.3% | $5,287-27.5% |
| Admin fee / account holder | $4,834 | $15,559-68.9% | $13,027-62.9% | $10,132-52.3% |