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 | $822,315 | $162,781+405.2% | $133,956+513.9% | $158,922+417.4% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 15.33% | 41.94%-26.6pp | 45.09%-29.8pp | 302.83%-287.5pp |
| Employer contribution / active EE | $10,856 | $4,975+118.2% | $3,919+177.0% | $4,761+128.0% |
| Participant deferral / active EE | $3,498 | $5,911-40.8% | $5,048-30.7% | $5,982-41.5% |
| Admin fee / account holder | $69,085 | $11,736+488.6% | $8,927+673.9% | $11,246+514.3% |