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 4-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 | $340,495 | $126,574+169.0% | $106,213+220.6% | $145,922+133.3% |
| Participation rate | 78.3% | 77.6%+0.6pp | 75.3%+3.0pp | 80.3%-2.0pp |
| Annual return | 12.20% | 224.79%-212.6pp | 116.14%-103.9pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,661 | $3,730-28.7% | $3,171-16.1% | $4,660-42.9% |
| Participant deferral / active EE | $5,730 | $5,724+0.1% | $5,016+14.2% | $6,688-14.3% |
| Admin fee / account holder | $9,743 | $17,304-43.7% | $11,033-11.7% | $13,397-27.3% |