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 | $260,977 | $123,793+110.8% | $177,821+46.8% | $79,858+226.8% |
| Participation rate | 90.2% | 84.7%+5.6pp | 87.7%+2.5pp | 69.6%+20.6pp |
| Annual return | 18.90% | 22.82%-3.9pp | 48.32%-29.4pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,690 | $4,095-58.7% | $5,918-71.4% | $2,471-31.6% |
| Participant deferral / active EE | $5,898 | $5,956-1.0% | $7,714-23.5% | $3,740+57.7% |
| Admin fee / account holder | $16,094 | $7,243+122.2% | $12,427+29.5% | $5,306+203.3% |