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 | $281,901 | $124,281+126.8% | $109,143+158.3% | $167,490+68.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 13.64% | 26.04%-12.4pp | 25.75%-12.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $4,627 | $4,207+10.0% | $3,722+24.3% | $4,837-4.3% |
| Participant deferral / active EE | $7,659 | $5,255+45.7% | $4,653+64.6% | $6,341+20.8% |
| Admin fee / account holder | $6,738 | $7,970-15.5% | $6,752-0.2% | $12,309-45.3% |