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 | $282,781 | $217,402+30.1% | $185,823+52.2% | $167,490+68.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.81% | 148.36%-136.5pp | 122.05%-110.2pp | 478.56%-466.7pp |
| Employer contribution / active EE | $3,717 | $5,873-36.7% | $5,167-28.1% | $4,837-23.2% |
| Participant deferral / active EE | $8,072 | $6,356+27.0% | $5,568+45.0% | $6,341+27.3% |
| Admin fee / account holder | $28,308 | $19,811+42.9% | $16,237+74.3% | $12,309+130.0% |