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 | $253,028 | $209,832+20.6% | $189,513+33.5% | $167,490+51.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.00% | 748.27%-738.3pp | 555.15%-545.2pp | 478.56%-468.6pp |
| Employer contribution / active EE | $5,247 | $6,914-24.1% | $6,162-14.8% | $4,837+8.5% |
| Participant deferral / active EE | $10,602 | $8,935+18.7% | $8,221+29.0% | $6,341+67.2% |
| Admin fee / account holder | $5,791 | $14,293-59.5% | $12,045-51.9% | $12,309-53.0% |