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 | $424,911 | $197,591+115.0% | $177,821+139.0% | $158,922+167.4% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.7%+6.7pp | 82.0%+12.5pp |
| Annual return | 20.80% | 58.76%-38.0pp | 48.32%-27.5pp | 302.83%-282.0pp |
| Employer contribution / active EE | $3,493 | $6,697-47.8% | $5,918-41.0% | $4,761-26.6% |
| Participant deferral / active EE | $11,122 | $8,405+32.3% | $7,714+44.2% | $5,982+85.9% |
| Admin fee / account holder | $2,298 | $15,399-85.1% | $12,427-81.5% | $11,246-79.6% |