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 | $253,970 | $80,968+213.7% | $96,544+163.1% | $75,163+237.9% |
| Participation rate | 75.8% | 71.8%+4.0pp | 76.0%-0.2pp | 67.2%+8.6pp |
| Annual return | 13.11% | 27.06%-13.9pp | 25.84%-12.7pp | 160.62%-147.5pp |
| Employer contribution / active EE | $2,426 | $2,282+6.3% | $2,965-18.2% | $2,670-9.1% |
| Participant deferral / active EE | $5,782 | $3,928+47.2% | $4,851+19.2% | $4,125+40.2% |
| Admin fee / account holder | $51,072 | $6,724+659.5% | $8,252+518.9% | $5,651+803.8% |