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 | $321,824 | $111,754+188.0% | $103,333+211.4% | $145,922+120.5% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 19.55% | 24.77%-5.2pp | 24.88%-5.3pp | 561.29%-541.7pp |
| Employer contribution / active EE | $2,589 | $4,212-38.6% | $3,868-33.1% | $4,660-44.4% |
| Participant deferral / active EE | $7,771 | $5,619+38.3% | $5,057+53.7% | $6,688+16.2% |
| Admin fee / account holder | $9,299 | $9,750-4.6% | $8,355+11.3% | $13,397-30.6% |