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 | $280,394 | $127,777+119.4% | $106,548+163.2% | $167,490+67.4% |
| Participation rate | 83.3% | 78.3%+5.1pp | 76.1%+7.2pp | 82.1%+1.2pp |
| Annual return | 10.34% | 33.87%-23.5pp | 26.80%-16.5pp | 478.56%-468.2pp |
| Employer contribution / active EE | $2,025 | $3,427-40.9% | $2,819-28.2% | $4,837-58.1% |
| Participant deferral / active EE | $7,279 | $5,087+43.1% | $4,398+65.5% | $6,341+14.8% |
| Admin fee / account holder | $16,261 | $11,228+44.8% | $7,407+119.5% | $12,309+32.1% |