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 | $261,952 | $114,381+129.0% | $107,525+143.6% | $142,382+84.0% |
| Participation rate | 77.3% | 78.1%-0.9pp | 75.1%+2.2pp | 80.1%-2.8pp |
| Annual return | 18.15% | 242.71%-224.6pp | 181.32%-163.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,862 | $4,015-28.7% | $3,754-23.7% | $4,299-33.4% |
| Participant deferral / active EE | $6,268 | $5,564+12.6% | $5,116+22.5% | $6,507-3.7% |
| Admin fee / account holder | $1,962 | $9,860-80.1% | $8,919-78.0% | $12,624-84.5% |