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 | $313,124 | $201,272+55.6% | $184,203+70.0% | $145,922+114.6% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.2pp |
| Annual return | 14.73% | 29.00%-14.3pp | 28.81%-14.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,559 | $7,022-63.6% | $6,427-60.2% | $4,660-45.1% |
| Participant deferral / active EE | $18,682 | $9,806+90.5% | $9,131+104.6% | $6,688+179.3% |
| Admin fee / account holder | $36,363 | $16,364+122.2% | $13,901+161.6% | $13,397+171.4% |