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 | $328,625 | $135,952+141.7% | $123,892+165.3% | $273,961+20.0% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 8.96% | 56.63%-47.7pp | 47.52%-38.6pp | 41.45%-32.5pp |
| Employer contribution / active EE | $3,565 | $5,170-31.0% | $4,617-22.8% | $4,869-26.8% |
| Participant deferral / active EE | $10,652 | $6,343+67.9% | $5,984+78.0% | $5,287+101.5% |
| Admin fee / account holder | $19,635 | $9,817+100.0% | $8,357+135.0% | $10,132+93.8% |