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 | $269,495 | $209,411+28.7% | $178,490+51.0% | $158,922+69.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.76% | 188.75%-179.0pp | 151.07%-141.3pp | 302.83%-293.1pp |
| Employer contribution / active EE | $10,606 | $5,706+85.9% | $5,011+111.7% | $4,761+122.8% |
| Participant deferral / active EE | $9,827 | $5,954+65.0% | $5,202+88.9% | $5,982+64.3% |
| Admin fee / account holder | $1,957 | $17,074-88.5% | $13,984-86.0% | $11,246-82.6% |