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 | $403,245 | $183,519+119.7% | $155,509+159.3% | $145,922+176.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 12.73% | 61.17%-48.4pp | 64.67%-51.9pp | 561.29%-548.6pp |
| Employer contribution / active EE | $11,066 | $5,313+108.3% | $4,672+136.8% | $4,660+137.5% |
| Participant deferral / active EE | $13,866 | $6,462+114.6% | $5,626+146.5% | $6,688+107.3% |
| Admin fee / account holder | $73,382 | $19,313+280.0% | $15,912+361.2% | $13,397+447.7% |