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 | $281,738 | $209,411+34.5% | $178,490+57.8% | $158,922+77.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.98% | 188.75%-177.8pp | 151.07%-140.1pp | 302.83%-291.8pp |
| Employer contribution / active EE | $11,309 | $5,706+98.2% | $5,011+125.7% | $4,761+137.5% |
| Participant deferral / active EE | $7,408 | $5,954+24.4% | $5,202+42.4% | $5,982+23.8% |
| Admin fee / account holder | $15,590 | $17,074-8.7% | $13,984+11.5% | $11,246+38.6% |