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 | $278,549 | $176,812+57.5% | $146,665+89.9% | $167,490+66.3% |
| Participation rate | 88.2% | 83.6%+4.6pp | 80.1%+8.2pp | 82.1%+6.1pp |
| Annual return | 11.87% | 24.03%-12.2pp | 22.74%-10.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $7,458 | $5,160+44.5% | $4,136+80.3% | $4,837+54.2% |
| Participant deferral / active EE | $14,520 | $6,440+125.5% | $5,506+163.7% | $6,341+129.0% |
| Admin fee / account holder | $1,128 | $13,259-91.5% | $10,280-89.0% | $12,309-90.8% |