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 | $371,216 | $198,466+87.0% | $170,442+117.8% | $147,584+151.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.51% | 257.29%-236.8pp | 205.93%-185.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $9,675 | $6,184+56.5% | $5,433+78.1% | $4,876+98.4% |
| Participant deferral / active EE | $8,785 | $5,629+56.1% | $4,939+77.9% | $5,439+61.5% |
| Admin fee / account holder | $2,805 | $16,852-83.4% | $13,880-79.8% | $10,885-74.2% |