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 | $290,107 | $217,402+33.4% | $185,823+56.1% | $167,490+73.2% |
| Participation rate | 79.2% | 86.0%-6.9pp | 81.7%-2.5pp | 82.1%-2.9pp |
| Annual return | 10.87% | 148.36%-137.5pp | 122.05%-111.2pp | 478.56%-467.7pp |
| Employer contribution / active EE | $8,739 | $5,873+48.8% | $5,167+69.1% | $4,837+80.6% |
| Participant deferral / active EE | $6,307 | $6,356-0.8% | $5,568+13.3% | $6,341-0.5% |
| Admin fee / account holder | $2,292 | $19,811-88.4% | $16,237-85.9% | $12,309-81.4% |