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 | $272,371 | $217,402+25.3% | $185,823+46.6% | $167,490+62.6% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 10.83% | 148.36%-137.5pp | 122.05%-111.2pp | 478.56%-467.7pp |
| Employer contribution / active EE | $3,063 | $5,873-47.9% | $5,167-40.7% | $4,837-36.7% |
| Participant deferral / active EE | $10,650 | $6,356+67.5% | $5,568+91.3% | $6,341+67.9% |
| Admin fee / account holder | $2,111 | $19,811-89.3% | $16,237-87.0% | $12,309-82.9% |