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 | $517,328 | $124,425+315.8% | $112,040+361.7% | $137,256+276.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.36% | 24.72%-11.4pp | 24.52%-11.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,807 | $3,411+11.6% | $2,954+28.9% | $4,156-8.4% |
| Participant deferral / active EE | $11,447 | $5,718+100.2% | $5,098+124.5% | $6,407+78.7% |
| Admin fee / account holder | $156,852 | $15,207+931.5% | $12,098+1196.5% | $12,270+1178.3% |