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 | $252,342 | $115,882+117.8% | $100,516+151.0% | $158,922+58.8% |
| Participation rate | 85.7% | 81.6%+4.1pp | 79.4%+6.3pp | 82.0%+3.8pp |
| Annual return | 22.04% | 34.79%-12.7pp | 30.89%-8.8pp | 302.83%-280.8pp |
| Employer contribution / active EE | $1,673 | $4,103-59.2% | $3,418-51.0% | $4,761-64.9% |
| Participant deferral / active EE | $3,949 | $6,674-40.8% | $6,270-37.0% | $5,982-34.0% |
| Admin fee / account holder | $829 | $10,995-92.5% | $8,081-89.7% | $11,246-92.6% |