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 | $340,090 | $110,257+208.5% | $96,544+252.3% | $139,434+143.9% |
| Participation rate | 84.6% | 78.1%+6.5pp | 76.0%+8.7pp | 80.3%+4.3pp |
| Annual return | 22.06% | 26.32%-4.3pp | 25.84%-3.8pp | 372.94%-350.9pp |
| Employer contribution / active EE | $2,461 | $3,620-32.0% | $2,965-17.0% | $4,751-48.2% |
| Participant deferral / active EE | $5,722 | $5,548+3.1% | $4,851+18.0% | $6,710-14.7% |
| Admin fee / account holder | $67,883 | $11,591+485.6% | $8,252+722.6% | $11,403+495.3% |