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 | $291,981 | $209,336+39.5% | $197,124+48.1% | $137,256+112.7% |
| Participation rate | 84.6% | 87.3%-2.7pp | 86.7%-2.1pp | 80.0%+4.7pp |
| Annual return | 17.84% | 48.09%-30.2pp | 44.34%-26.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $4,130 | $6,591-37.3% | $6,227-33.7% | $4,156-0.6% |
| Participant deferral / active EE | $9,115 | $9,614-5.2% | $9,135-0.2% | $6,407+42.3% |
| Admin fee / account holder | $2,971 | $17,308-82.8% | $16,298-81.8% | $12,270-75.8% |