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 | $264,094 | $110,257+139.5% | $96,544+173.5% | $139,434+89.4% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 15.88% | 26.32%-10.4pp | 25.84%-10.0pp | 372.94%-357.1pp |
| Employer contribution / active EE | $14,690 | $3,620+305.8% | $2,965+395.5% | $4,751+209.2% |
| Participant deferral / active EE | $5,702 | $5,548+2.8% | $4,851+17.5% | $6,710-15.0% |
| Admin fee / account holder | $4,246 | $11,591-63.4% | $8,252-48.5% | $11,403-62.8% |