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 | $289,569 | $209,411+38.3% | $178,490+62.2% | $158,922+82.2% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 11.68% | 188.75%-177.1pp | 151.07%-139.4pp | 302.83%-291.1pp |
| Employer contribution / active EE | $12,551 | $5,706+119.9% | $5,011+150.5% | $4,761+163.6% |
| Participant deferral / active EE | $10,606 | $5,954+78.1% | $5,202+103.9% | $5,982+77.3% |
| Admin fee / account holder | $3,883 | $17,074-77.3% | $13,984-72.2% | $11,246-65.5% |