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 | $389,491 | $217,402+79.2% | $185,823+109.6% | $167,490+132.5% |
| Participation rate | 95.5% | 86.0%+9.4pp | 81.7%+13.8pp | 82.1%+13.3pp |
| Annual return | 33.67% | 148.36%-114.7pp | 122.05%-88.4pp | 478.56%-444.9pp |
| Employer contribution / active EE | $7,954 | $5,873+35.4% | $5,167+53.9% | $4,837+64.4% |
| Participant deferral / active EE | $3,231 | $6,356-49.2% | $5,568-42.0% | $6,341-49.1% |
| Admin fee / account holder | $2,529 | $19,811-87.2% | $16,237-84.4% | $12,309-79.5% |