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 | $265,725 | $95,416+178.5% | $185,823+43.0% | $85,850+209.5% |
| Participation rate | 93.2% | 68.8%+24.5pp | 81.7%+11.5pp | 69.3%+23.9pp |
| Annual return | 11.64% | 23.59%-11.9pp | 122.05%-110.4pp | 318.53%-306.9pp |
| Employer contribution / active EE | $5,130 | $3,314+54.8% | $5,167-0.7% | $2,565+100.0% |
| Participant deferral / active EE | $7,057 | $3,423+106.1% | $5,568+26.7% | $3,952+78.6% |
| Admin fee / account holder | $11,811 | $7,213+63.8% | $16,237-27.3% | $6,260+88.7% |