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 | $268,005 | $162,781+64.6% | $133,956+100.1% | $158,922+68.6% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 5.71% | 41.94%-36.2pp | 45.09%-39.4pp | 302.83%-297.1pp |
| Employer contribution / active EE | $1,139 | $4,975-77.1% | $3,919-70.9% | $4,761-76.1% |
| Participant deferral / active EE | $2,708 | $5,911-54.2% | $5,048-46.3% | $5,982-54.7% |
| Admin fee / account holder | $135,859 | $11,736+1057.6% | $8,927+1421.9% | $11,246+1108.1% |