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 | $366,397 | $181,894+101.4% | $156,549+134.0% | $273,961+33.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.29% | 30.74%-22.4pp | 32.23%-23.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $11,807 | $6,248+89.0% | $5,501+114.6% | $4,869+142.5% |
| Participant deferral / active EE | $6,086 | $5,550+9.7% | $4,871+24.9% | $5,287+15.1% |
| Admin fee / account holder | $4,292 | $15,559-72.4% | $13,027-67.1% | $10,132-57.6% |