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 | $396,306 | $118,450+234.6% | $98,439+302.6% | $139,434+184.2% |
| Participation rate | 80.0% | 77.4%+2.6pp | 75.2%+4.8pp | 80.3%-0.3pp |
| Annual return | 11.77% | 18.94%-7.2pp | 21.16%-9.4pp | 372.94%-361.2pp |
| Employer contribution / active EE | $2,548 | $3,609-29.4% | $3,048-16.4% | $4,751-46.4% |
| Participant deferral / active EE | $5,160 | $5,392-4.3% | $4,738+8.9% | $6,710-23.1% |
| Admin fee / account holder | $2,324 | $14,026-83.4% | $8,948-74.0% | $11,403-79.6% |