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 | $250,819 | $181,894+37.9% | $156,549+60.2% | $273,961-8.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.58% | 30.74%-23.2pp | 32.23%-24.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $6,582 | $6,248+5.4% | $5,501+19.7% | $4,869+35.2% |
| Participant deferral / active EE | $5,627 | $5,550+1.4% | $4,871+15.5% | $5,287+6.4% |
| Admin fee / account holder | $21,005 | $15,559+35.0% | $13,027+61.2% | $10,132+107.3% |