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 | $413,784 | $209,411+97.6% | $178,490+131.8% | $158,922+160.4% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 10.32% | 188.75%-178.4pp | 151.07%-140.8pp | 302.83%-292.5pp |
| Employer contribution / active EE | $12,928 | $5,706+126.5% | $5,011+158.0% | $4,761+171.5% |
| Participant deferral / active EE | $2,724 | $5,954-54.3% | $5,202-47.6% | $5,982-54.5% |
| Admin fee / account holder | $1,756 | $17,074-89.7% | $13,984-87.4% | $11,246-84.4% |