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 | $334,164 | $117,983+183.2% | $101,794+228.3% | $142,382+134.7% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.2%+3.5pp | 80.1%-7.4pp |
| Annual return | 13.28% | 36.92%-23.6pp | 30.53%-17.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,041 | $2,773-26.4% | $2,289-10.8% | $4,299-52.5% |
| Participant deferral / active EE | $8,769 | $4,714+86.0% | $4,084+114.7% | $6,507+34.8% |
| Admin fee / account holder | $1,478 | $10,433-85.8% | $8,777-83.2% | $12,624-88.3% |