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 | $266,406 | $157,256+69.4% | $141,162+88.7% | $152,861+74.3% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 20.97% | 64.32%-43.4pp | 71.39%-50.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $4,756 | $5,261-9.6% | $4,735+0.5% | $4,762-0.1% |
| Participant deferral / active EE | $12,734 | $7,109+79.1% | $6,709+89.8% | $5,850+117.7% |
| Admin fee / account holder | $2,174 | $12,120-82.1% | $10,261-78.8% | $11,596-81.2% |