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 | $527,485 | $178,174+196.0% | $156,181+237.7% | $137,256+284.3% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 12.75% | 84.19%-71.4pp | 64.87%-52.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $3,711 | $4,972-25.4% | $4,294-13.6% | $4,156-10.7% |
| Participant deferral / active EE | $6,463 | $6,888-6.2% | $6,132+5.4% | $6,407+0.9% |
| Admin fee / account holder | $136,644 | $17,404+685.1% | $14,586+836.8% | $12,270+1013.6% |