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 | $316,040 | $228,332+38.4% | $185,823+70.1% | $158,922+98.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 6.68% | 40.80%-34.1pp | 35.95%-29.3pp | 302.83%-296.1pp |
| Employer contribution / active EE | $4,386 | $4,967-11.7% | $4,087+7.3% | $4,761-7.9% |
| Participant deferral / active EE | $9,750 | $6,415+52.0% | $5,632+73.1% | $5,982+63.0% |
| Admin fee / account holder | $1,100 | $11,864-90.7% | $9,500-88.4% | $11,246-90.2% |