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 | $488,274 | $163,101+199.4% | $136,749+257.1% | $142,382+242.9% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 11.24% | 27.54%-16.3pp | 24.33%-13.1pp | 217.08%-205.8pp |
| Employer contribution / active EE | $2,959 | $4,117-28.1% | $3,400-13.0% | $4,299-31.2% |
| Participant deferral / active EE | $11,543 | $5,585+106.7% | $4,692+146.0% | $6,507+77.4% |
| Admin fee / account holder | $36,445 | $14,318+154.5% | $11,386+220.1% | $12,624+188.7% |