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 | $161,352+202.6% | $134,172+263.9% | $137,256+255.7% |
| Participation rate | 80.0% | 78.3%+1.7pp | 72.5%+7.5pp | 80.0%0pp |
| Annual return | 11.24% | 28.72%-17.5pp | 25.30%-14.1pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,959 | $4,099-27.8% | $3,420-13.5% | $4,156-28.8% |
| Participant deferral / active EE | $11,543 | $5,552+107.9% | $4,690+146.1% | $6,407+80.2% |
| Admin fee / account holder | $36,445 | $15,028+142.5% | $12,016+203.3% | $12,270+197.0% |