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 | $259,657 | $106,584+143.6% | $101,326+156.3% | $142,382+82.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.62% | 36.93%-23.3pp | 36.82%-23.2pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,305 | $3,956-41.7% | $3,665-37.1% | $4,299-46.4% |
| Participant deferral / active EE | $7,882 | $8,297-5.0% | $7,994-1.4% | $6,507+21.1% |
| Admin fee / account holder | $6,599 | $11,446-42.3% | $11,185-41.0% | $12,624-47.7% |