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 | $250,803 | $183,592+36.6% | $155,567+61.2% | $145,959+71.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.89% | 61.24%-47.3pp | 64.74%-50.8pp | 561.95%-548.1pp |
| Employer contribution / active EE | $2,523 | $5,315-52.5% | $4,674-46.0% | $4,661-45.9% |
| Participant deferral / active EE | $6,686 | $6,464+3.4% | $5,628+18.8% | $6,6890% |
| Admin fee / account holder | $10,521 | $19,318-45.5% | $15,916-33.9% | $13,398-21.5% |