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 | $422,769 | $209,411+101.9% | $178,490+136.9% | $158,922+166.0% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 8.54% | 188.75%-180.2pp | 151.07%-142.5pp | 302.83%-294.3pp |
| Employer contribution / active EE | $15,364 | $5,706+169.2% | $5,011+206.6% | $4,761+222.7% |
| Participant deferral / active EE | $9,654 | $5,954+62.1% | $5,202+85.6% | $5,982+61.4% |
| Admin fee / account holder | $143,026 | $17,074+737.7% | $13,984+922.8% | $11,246+1171.8% |