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 | $251,321 | $183,519+36.9% | $155,509+61.6% | $145,922+72.2% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 17.15% | 61.17%-44.0pp | 64.67%-47.5pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,640 | $5,313-50.3% | $4,672-43.5% | $4,660-43.3% |
| Participant deferral / active EE | $5,448 | $6,462-15.7% | $5,626-3.2% | $6,688-18.5% |
| Admin fee / account holder | $3,902 | $19,313-79.8% | $15,912-75.5% | $13,397-70.9% |