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 | $252,877 | $157,256+60.8% | $141,162+79.1% | $152,861+65.4% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 15.55% | 64.32%-48.8pp | 71.39%-55.8pp | 345.32%-329.8pp |
| Employer contribution / active EE | $1,542 | $5,261-70.7% | $4,735-67.4% | $4,762-67.6% |
| Participant deferral / active EE | $3,784 | $7,109-46.8% | $6,709-43.6% | $5,850-35.3% |
| Admin fee / account holder | $3,862 | $12,120-68.1% | $10,261-62.4% | $11,596-66.7% |