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 | $256,288 | $152,587+68.0% | $125,175+104.7% | $152,861+67.7% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 22.55% | 54.84%-32.3pp | 43.79%-21.2pp | 345.32%-322.8pp |
| Employer contribution / active EE | $3,017 | $4,946-39.0% | $3,865-21.9% | $4,762-36.6% |
| Participant deferral / active EE | $7,714 | $5,868+31.5% | $4,937+56.3% | $5,850+31.9% |
| Admin fee / account holder | $436 | $13,434-96.8% | $9,702-95.5% | $11,596-96.2% |