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 | $357,418 | $183,519+94.8% | $155,509+129.8% | $145,922+144.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 10.40% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,257 | $5,313-38.7% | $4,672-30.3% | $4,660-30.1% |
| Participant deferral / active EE | $11,383 | $6,462+76.1% | $5,626+102.3% | $6,688+70.2% |
| Admin fee / account holder | $1,390 | $19,313-92.8% | $15,912-91.3% | $13,397-89.6% |