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 | $342,709 | $135,952+152.1% | $123,892+176.6% | $273,961+25.1% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 8.55% | 56.63%-48.1pp | 47.52%-39.0pp | 41.45%-32.9pp |
| Employer contribution / active EE | $6,480 | $5,170+25.3% | $4,617+40.3% | $4,869+33.1% |
| Participant deferral / active EE | $10,816 | $6,343+70.5% | $5,984+80.7% | $5,287+104.6% |
| Admin fee / account holder | $2,869 | $9,817-70.8% | $8,357-65.7% | $10,132-71.7% |