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 | $265,024 | $209,411+26.6% | $178,490+48.5% | $158,922+66.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.96% | 188.75%-176.8pp | 151.07%-139.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $8,379 | $5,706+46.8% | $5,011+67.2% | $4,761+76.0% |
| Participant deferral / active EE | $6,101 | $5,954+2.5% | $5,202+17.3% | $5,982+2.0% |
| Admin fee / account holder | $7,055 | $17,074-58.7% | $13,984-49.5% | $11,246-37.3% |