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 | $336,216 | $209,411+60.6% | $178,490+88.4% | $158,922+111.6% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 13.49% | 188.75%-175.3pp | 151.07%-137.6pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,406 | $5,706-75.4% | $5,011-71.9% | $4,761-70.5% |
| Participant deferral / active EE | $5,212 | $5,954-12.5% | $5,202+0.2% | $5,982-12.9% |
| Admin fee / account holder | $2,449 | $17,074-85.7% | $13,984-82.5% | $11,246-78.2% |