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 | $475,715 | $175,202+171.5% | $149,673+217.8% | $139,434+241.2% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 26.42% | 166.71%-140.3pp | 134.42%-108.0pp | 372.94%-346.5pp |
| Employer contribution / active EE | $7,593 | $5,474+38.7% | $4,818+57.6% | $4,751+59.8% |
| Participant deferral / active EE | $8,660 | $6,519+32.8% | $5,680+52.5% | $6,710+29.0% |
| Admin fee / account holder | $7,834 | $16,150-51.5% | $13,210-40.7% | $11,403-31.3% |