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 | $365,770 | $183,519+99.3% | $155,509+135.2% | $145,922+150.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 28.89% | 61.17%-32.3pp | 64.67%-35.8pp | 561.29%-532.4pp |
| Employer contribution / active EE | $10,714 | $5,313+101.7% | $4,672+129.3% | $4,660+129.9% |
| Participant deferral / active EE | $8,379 | $6,462+29.7% | $5,626+48.9% | $6,688+25.3% |
| Admin fee / account holder | $54,119 | $19,313+180.2% | $15,912+240.1% | $13,397+304.0% |