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 | $266,038 | $181,894+46.3% | $156,549+69.9% | $273,961-2.9% |
| Participation rate | 86.7% | 88.4%-1.7pp | 84.0%+2.7pp | 83.0%+3.7pp |
| Annual return | 5.84% | 30.74%-24.9pp | 32.23%-26.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $21,271 | $6,248+240.5% | $5,501+286.7% | $4,869+336.9% |
| Participant deferral / active EE | $16,083 | $5,550+189.8% | $4,871+230.2% | $5,287+204.2% |
| Admin fee / account holder | $1,254 | $15,559-91.9% | $13,027-90.4% | $10,132-87.6% |