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 | $261,777 | $127,065+106.0% | $113,168+131.3% | $142,382+83.9% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 14.71% | 24.03%-9.3pp | 24.27%-9.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,461 | $3,442+0.6% | $2,975+16.3% | $4,299-19.5% |
| Participant deferral / active EE | $7,856 | $5,716+37.4% | $5,107+53.8% | $6,507+20.7% |
| Admin fee / account holder | $5,853 | $15,736-62.8% | $12,068-51.5% | $12,624-53.6% |