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 | $321,001 | $209,411+53.3% | $178,490+79.8% | $158,922+102.0% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 17.88% | 188.75%-170.9pp | 151.07%-133.2pp | 302.83%-284.9pp |
| Employer contribution / active EE | $10,325 | $5,706+80.9% | $5,011+106.1% | $4,761+116.9% |
| Participant deferral / active EE | $5,230 | $5,954-12.2% | $5,202+0.5% | $5,982-12.6% |
| Admin fee / account holder | $18,216 | $17,074+6.7% | $13,984+30.3% | $11,246+62.0% |