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 | $301,514 | $112,096+169.0% | $95,952+214.2% | $158,922+89.7% |
| Participation rate | 78.6% | 79.0%-0.4pp | 77.1%+1.5pp | 82.0%-3.4pp |
| Annual return | 13.29% | 171.09%-157.8pp | 91.61%-78.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,121 | $3,198-65.0% | $2,541-55.9% | $4,761-76.5% |
| Participant deferral / active EE | $6,399 | $4,784+33.8% | $4,167+53.6% | $5,982+7.0% |
| Admin fee / account holder | $1,612 | $10,130-84.1% | $6,795-76.3% | $11,246-85.7% |