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 | $339,298 | $103,376+228.2% | $87,100+289.5% | $152,861+122.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 30.23% | 28.10%+2.1pp | 28.19%+2.0pp | 345.32%-315.1pp |
| Employer contribution / active EE | $2,098 | $3,220-34.9% | $2,521-16.8% | $4,762-56.0% |
| Participant deferral / active EE | $5,497 | $4,778+15.1% | $4,049+35.8% | $5,850-6.0% |
| Admin fee / account holder | $4,720 | $12,205-61.3% | $7,497-37.0% | $11,596-59.3% |