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 | $294,011 | $127,386+130.8% | $115,037+155.6% | $125,391+134.5% |
| Participation rate | 94.4% | 84.2%+10.3pp | 81.4%+13.1pp | 83.2%+11.3pp |
| Annual return | -1.23% | 31.28%-32.5pp | 26.14%-27.4pp | 282.22%-283.5pp |
| Employer contribution / active EE | $2,957 | $5,166-42.8% | $4,608-35.8% | $4,866-39.2% |
| Participant deferral / active EE | $5,687 | $6,423-11.5% | $6,026-5.6% | $5,352+6.3% |
| Admin fee / account holder | $18,162 | $9,516+90.9% | $8,175+122.2% | $9,540+90.4% |