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 | $273,823 | $111,754+145.0% | $103,333+165.0% | $145,922+87.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 9.91% | 24.77%-14.9pp | 24.88%-15.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,072 | $4,212-50.8% | $3,868-46.4% | $4,660-55.5% |
| Participant deferral / active EE | $14,238 | $5,619+153.4% | $5,057+181.5% | $6,688+112.9% |
| Admin fee / account holder | $2,073 | $9,750-78.7% | $8,355-75.2% | $13,397-84.5% |