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 | $305,318 | $104,974+190.9% | $95,585+219.4% | $142,382+114.4% |
| Participation rate | 71.4% | 75.0%-3.5pp | 72.1%-0.6pp | 80.1%-8.7pp |
| Annual return | 12.10% | 210.33%-198.2pp | 38.56%-26.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,522 | $2,779-45.2% | $2,527-39.8% | $4,299-64.6% |
| Participant deferral / active EE | $2,114 | $4,352-51.4% | $4,023-47.5% | $6,507-67.5% |
| Admin fee / account holder | $5,513 | $6,386-13.7% | $6,127-10.0% | $12,624-56.3% |