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 | $284,968 | $104,974+171.5% | $95,585+198.1% | $142,382+100.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 16.65% | 210.33%-193.7pp | 38.56%-21.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $5,642 | $2,779+103.1% | $2,527+123.3% | $4,299+31.2% |
| Participant deferral / active EE | $17,024 | $4,352+291.2% | $4,023+323.2% | $6,507+161.6% |
| Admin fee / account holder | $3,277 | $6,386-48.7% | $6,127-46.5% | $12,624-74.0% |