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 | $366,158 | $111,301+229.0% | $112,977+224.1% | $158,922+130.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 11.96% | 26.40%-14.4pp | 24.24%-12.3pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,481 | $4,471-66.9% | $4,255-65.2% | $4,761-68.9% |
| Participant deferral / active EE | $6,844 | $5,880+16.4% | $5,836+17.3% | $5,982+14.4% |
| Admin fee / account holder | $9,803 | $8,392+16.8% | $6,294+55.8% | $11,246-12.8% |