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 | $516,866 | $181,894+184.2% | $156,549+230.2% | $273,961+88.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.11% | 30.74%-21.6pp | 32.23%-23.1pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,704 | $6,248-72.7% | $5,501-69.0% | $4,869-65.0% |
| Participant deferral / active EE | $4,170 | $5,550-24.9% | $4,871-14.4% | $5,287-21.1% |
| Admin fee / account holder | $3,717 | $15,559-76.1% | $13,027-71.5% | $10,132-63.3% |