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 | $349,739 | $209,411+67.0% | $178,490+95.9% | $158,922+120.1% |
| Participation rate | 92.3% | 86.3%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 16.52% | 188.75%-172.2pp | 151.07%-134.6pp | 302.83%-286.3pp |
| Employer contribution / active EE | $16,277 | $5,706+185.2% | $5,011+224.9% | $4,761+241.9% |
| Participant deferral / active EE | $14,981 | $5,954+151.6% | $5,202+188.0% | $5,982+150.4% |
| Admin fee / account holder | $7,238 | $17,074-57.6% | $13,984-48.2% | $11,246-35.6% |