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 | $288,583 | $210,648+37.0% | $177,989+62.1% | $145,922+97.8% |
| Participation rate | 84.2% | 80.8%+3.5pp | 77.1%+7.1pp | 80.3%+3.9pp |
| Annual return | 12.21% | 385.86%-373.6pp | 294.48%-282.3pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,080 | $4,565-54.4% | $3,949-47.3% | $4,660-55.4% |
| Participant deferral / active EE | $7,073 | $6,958+1.7% | $6,276+12.7% | $6,688+5.8% |
| Admin fee / account holder | $6,017 | $12,013-49.9% | $10,363-41.9% | $13,397-55.1% |