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 | $268,097 | $102,382+161.9% | $147,005+82.4% | $80,874+231.5% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.2%+16.6pp | 67.6%+31.1pp |
| Annual return | 15.20% | 134.89%-119.7pp | 418.76%-403.6pp | 35.62%-20.4pp |
| Employer contribution / active EE | $3,287 | $3,715-11.5% | $4,934-33.4% | $2,756+19.3% |
| Participant deferral / active EE | $11,694 | $6,646+75.9% | $8,070+44.9% | $4,297+172.1% |
| Admin fee / account holder | $6,049 | $7,942-23.8% | $13,006-53.5% | $6,935-12.8% |