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 | $276,344 | $181,894+51.9% | $156,549+76.5% | $273,961+0.9% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 8.08% | 30.74%-22.7pp | 32.23%-24.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $9,841 | $6,248+57.5% | $5,501+78.9% | $4,869+102.1% |
| Participant deferral / active EE | $8,263 | $5,550+48.9% | $4,871+69.6% | $5,287+56.3% |
| Admin fee / account holder | $10,458 | $15,559-32.8% | $13,027-19.7% | $10,132+3.2% |