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 | $261,322 | $176,812+47.8% | $146,665+78.2% | $167,490+56.0% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 12.27% | 24.03%-11.8pp | 22.74%-10.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,854 | $5,160-44.7% | $4,136-31.0% | $4,837-41.0% |
| Participant deferral / active EE | $5,708 | $6,440-11.4% | $5,506+3.7% | $6,341-10.0% |
| Admin fee / account holder | $1,129 | $13,259-91.5% | $10,280-89.0% | $12,309-90.8% |