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 | $262,915 | $209,411+25.5% | $178,490+47.3% | $158,922+65.4% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 12.17% | 188.75%-176.6pp | 151.07%-138.9pp | 302.83%-290.7pp |
| Employer contribution / active EE | $5,012 | $5,706-12.2% | $5,0110% | $4,761+5.3% |
| Participant deferral / active EE | $9,091 | $5,954+52.7% | $5,202+74.8% | $5,982+52.0% |
| Admin fee / account holder | $16,769 | $17,074-1.8% | $13,984+19.9% | $11,246+49.1% |