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 | $407,478 | $179,726+126.7% | $156,263+160.8% | $142,382+186.2% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.9%+14.4pp | 80.1%+13.2pp |
| Annual return | 11.44% | 77.86%-66.4pp | 59.47%-48.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $7,245 | $5,069+42.9% | $4,333+67.2% | $4,299+68.5% |
| Participant deferral / active EE | $16,414 | $6,956+136.0% | $6,158+166.5% | $6,507+152.2% |
| Admin fee / account holder | $8,757 | $17,272-49.3% | $14,255-38.6% | $12,624-30.6% |