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 | $252,672 | $232,540+8.7% | $185,117+36.5% | $147,584+71.2% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 82.8%-2.8pp |
| Annual return | 14.89% | 43.03%-28.1pp | 40.50%-25.6pp | 578.55%-563.7pp |
| Employer contribution / active EE | $7,304 | $5,195+40.6% | $4,182+74.7% | $4,876+49.8% |
| Participant deferral / active EE | $5,362 | $5,834-8.1% | $5,045+6.3% | $5,439-1.4% |
| Admin fee / account holder | $4,700 | $10,275-54.3% | $8,159-42.4% | $10,885-56.8% |