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 | $256,811 | $65,041+294.8% | $90,951+182.4% | $79,858+221.6% |
| Participation rate | 72.2% | 61.6%+10.6pp | 69.0%+3.2pp | 69.6%+2.6pp |
| Annual return | 14.85% | 30.45%-15.6pp | 134.60%-119.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,865 | $1,247+49.5% | $2,122-12.1% | $2,471-24.5% |
| Participant deferral / active EE | $3,850 | $2,512+53.3% | $3,373+14.1% | $3,740+2.9% |
| Admin fee / account holder | $2,906 | $4,536-35.9% | $5,959-51.2% | $5,306-45.2% |