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 | $314,998 | $70,428+347.3% | $96,562+226.2% | $85,850+266.9% |
| Participation rate | 84.7% | 61.8%+22.9pp | 69.8%+14.9pp | 69.3%+15.4pp |
| Annual return | 15.80% | 18.59%-2.8pp | 37.78%-22.0pp | 318.53%-302.7pp |
| Employer contribution / active EE | $2,712 | $1,413+91.9% | $2,356+15.1% | $2,565+5.7% |
| Participant deferral / active EE | $3,554 | $2,894+22.8% | $3,849-7.7% | $3,952-10.1% |
| Admin fee / account holder | $2,307 | $4,997-53.8% | $6,181-62.7% | $6,260-63.1% |