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 | $252,927 | $82,882+205.2% | $127,761+98.0% | $72,985+246.5% |
| Participation rate | 96.4% | 71.5%+24.9pp | 79.0%+17.4pp | 69.5%+26.9pp |
| Annual return | 18.15% | 32.20%-14.0pp | 26.14%-8.0pp | 81.00%-62.8pp |
| Employer contribution / active EE | $0 | $3,346-100.0% | $4,574-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,176 | $4,791+8.0% | $6,021-14.0% | $3,607+43.5% |
| Admin fee / account holder | $1,267 | $6,487-80.5% | $9,395-86.5% | $5,124-75.3% |