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 | $283,195 | $80,717+250.8% | $154,803+82.9% | $84,808+233.9% |
| Participation rate | 88.9% | 66.8%+22.1pp | 78.1%+10.8pp | 68.3%+20.6pp |
| Annual return | 14.27% | 37.96%-23.7pp | 58.88%-44.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,196 | $2,761+15.7% | $4,305-25.8% | $2,631+21.5% |
| Participant deferral / active EE | $8,446 | $3,303+155.7% | $5,540+52.4% | $4,212+100.6% |
| Admin fee / account holder | $546 | $6,746-91.9% | $14,329-96.2% | $7,344-92.6% |