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 | $324,344 | $209,832+54.6% | $189,513+71.1% | $167,490+93.6% |
| Participation rate | 91.7% | 88.7%+3.0pp | 87.8%+3.9pp | 82.1%+9.6pp |
| Annual return | 13.56% | 748.27%-734.7pp | 555.15%-541.6pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,979 | $6,914-71.4% | $6,162-67.9% | $4,837-59.1% |
| Participant deferral / active EE | $7,930 | $8,935-11.2% | $8,221-3.5% | $6,341+25.1% |
| Admin fee / account holder | $4,958 | $14,293-65.3% | $12,045-58.8% | $12,309-59.7% |