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 | $256,450 | $165,335+55.1% | $149,696+71.3% | $158,922+61.4% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 14.69% | 348.15%-333.5pp | 276.60%-261.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $4,199 | $5,103-17.7% | $4,644-9.6% | $4,761-11.8% |
| Participant deferral / active EE | $10,910 | $7,181+51.9% | $6,842+59.5% | $5,982+82.4% |
| Admin fee / account holder | $795 | $10,807-92.6% | $9,309-91.5% | $11,246-92.9% |