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 | $260,803 | $125,758+107.4% | $169,993+53.4% | $75,163+247.0% |
| Participation rate | 88.5% | 83.6%+4.9pp | 87.0%+1.5pp | 67.2%+21.3pp |
| Annual return | 19.59% | 27.20%-7.6pp | 53.37%-33.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $2,241 | $4,615-51.4% | $6,785-67.0% | $2,670-16.1% |
| Participant deferral / active EE | $5,211 | $6,837-23.8% | $10,408-49.9% | $4,125+26.3% |
| Admin fee / account holder | $17,376 | $8,173+112.6% | $12,815+35.6% | $5,651+207.5% |