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 | $408,834 | $181,894+124.8% | $156,549+161.2% | $273,961+49.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.13% | 30.74%-23.6pp | 32.23%-25.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,660 | $6,248-57.4% | $5,501-51.7% | $4,869-45.4% |
| Participant deferral / active EE | $5,609 | $5,550+1.1% | $4,871+15.1% | $5,287+6.1% |
| Admin fee / account holder | $2,709 | $15,559-82.6% | $13,027-79.2% | $10,132-73.3% |