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 | $277,339 | $201,272+37.8% | $184,203+50.6% | $145,922+90.1% |
| Participation rate | 86.4% | 87.5%-1.1pp | 86.8%-0.5pp | 80.3%+6.1pp |
| Annual return | 11.68% | 29.00%-17.3pp | 28.81%-17.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,747 | $7,022-60.9% | $6,427-57.3% | $4,660-41.0% |
| Participant deferral / active EE | $7,765 | $9,806-20.8% | $9,131-15.0% | $6,688+16.1% |
| Admin fee / account holder | $11,218 | $16,364-31.4% | $13,901-19.3% | $13,397-16.3% |