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 | $250,043 | $95,803+161.0% | $113,168+120.9% | $84,808+194.8% |
| Participation rate | 97.6% | 72.9%+24.7pp | 76.6%+21.0pp | 68.3%+29.2pp |
| Annual return | 14.01% | 25.00%-11.0pp | 24.27%-10.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,529 | $2,360+49.5% | $2,975+18.6% | $2,631+34.1% |
| Participant deferral / active EE | $6,840 | $4,242+61.3% | $5,107+33.9% | $4,212+62.4% |
| Admin fee / account holder | $9,167 | $8,989+2.0% | $12,068-24.0% | $7,344+24.8% |