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 | $257,904 | $77,899+231.1% | $149,673+72.3% | $75,163+243.1% |
| Participation rate | 96.6% | 65.6%+31.0pp | 78.8%+17.8pp | 67.2%+29.4pp |
| Annual return | 18.50% | 31.72%-13.2pp | 134.42%-115.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,123 | $3,137-64.2% | $4,818-76.7% | $2,670-57.9% |
| Participant deferral / active EE | $7,787 | $3,411+128.3% | $5,680+37.1% | $4,125+88.8% |
| Admin fee / account holder | $1,678 | $5,956-71.8% | $13,210-87.3% | $5,651-70.3% |