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 | $263,817 | $86,929+203.5% | $102,423+157.6% | $80,856+226.3% |
| Participation rate | 97.8% | 72.4%+25.4pp | 76.5%+21.3pp | 67.6%+30.1pp |
| Annual return | 15.92% | 18.88%-3.0pp | 29.32%-13.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $10,782 | $2,369+355.1% | $3,023+256.6% | $2,755+291.4% |
| Participant deferral / active EE | $5,129 | $4,118+24.5% | $5,053+1.5% | $4,296+19.4% |
| Admin fee / account holder | $30,733 | $8,049+281.8% | $9,451+225.2% | $6,918+344.2% |