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 | $261,552 | $181,894+43.8% | $156,549+67.1% | $273,961-4.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.64% | 30.74%-19.1pp | 32.23%-20.6pp | 41.45%-29.8pp |
| Employer contribution / active EE | $3,813 | $6,248-39.0% | $5,501-30.7% | $4,869-21.7% |
| Participant deferral / active EE | $12,000 | $5,550+116.2% | $4,871+146.4% | $5,287+127.0% |
| Admin fee / account holder | $856 | $15,559-94.5% | $13,027-93.4% | $10,132-91.6% |