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 | $401,397 | $102,317+292.3% | $146,958+173.1% | $80,856+396.4% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.2%-0.3pp | 67.6%+14.2pp |
| Annual return | 12.38% | 134.76%-122.4pp | 418.34%-406.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $3,301 | $3,713-11.1% | $4,933-33.1% | $2,755+19.8% |
| Participant deferral / active EE | $7,409 | $6,644+11.5% | $8,070-8.2% | $4,296+72.5% |
| Admin fee / account holder | $1,682 | $7,941-78.8% | $12,998-87.1% | $6,918-75.7% |