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 | $262,140 | $80,717+224.8% | $154,803+69.3% | $84,808+209.1% |
| Participation rate | 72.9% | 66.8%+6.1pp | 78.1%-5.2pp | 68.3%+4.6pp |
| Annual return | 15.63% | 37.96%-22.3pp | 58.88%-43.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $5,162 | $2,761+86.9% | $4,305+19.9% | $2,631+96.2% |
| Participant deferral / active EE | $6,222 | $3,303+88.4% | $5,540+12.3% | $4,212+47.7% |
| Admin fee / account holder | $3,492 | $6,746-48.2% | $14,329-75.6% | $7,344-52.4% |