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 | $304,624 | $175,202+73.9% | $149,673+103.5% | $139,434+118.5% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 11.97% | 166.71%-154.7pp | 134.42%-122.4pp | 372.94%-361.0pp |
| Employer contribution / active EE | $4,755 | $5,474-13.1% | $4,818-1.3% | $4,751+0.1% |
| Participant deferral / active EE | $13,828 | $6,519+112.1% | $5,680+143.4% | $6,710+106.1% |
| Admin fee / account holder | $825 | $16,150-94.9% | $13,210-93.8% | $11,403-92.8% |