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 | $269,075 | $183,592+46.6% | $155,567+73.0% | $145,959+84.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 18.15% | 61.24%-43.1pp | 64.74%-46.6pp | 561.95%-543.8pp |
| Employer contribution / active EE | $4,506 | $5,315-15.2% | $4,674-3.6% | $4,661-3.3% |
| Participant deferral / active EE | $8,788 | $6,464+35.9% | $5,628+56.1% | $6,689+31.4% |
| Admin fee / account holder | $10,953 | $19,318-43.3% | $15,916-31.2% | $13,398-18.2% |