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 | $364,590 | $157,256+131.8% | $141,162+158.3% | $152,861+138.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 21.87% | 64.32%-42.5pp | 71.39%-49.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $4,037 | $5,261-23.3% | $4,735-14.7% | $4,762-15.2% |
| Participant deferral / active EE | $10,920 | $7,109+53.6% | $6,709+62.8% | $5,850+86.7% |
| Admin fee / account holder | $6,496 | $12,120-46.4% | $10,261-36.7% | $11,596-44.0% |