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 | $251,061 | $189,613+32.4% | $167,512+49.9% | $142,382+76.3% |
| Participation rate | 78.3% | 80.1%-1.9pp | 77.1%+1.2pp | 80.1%-1.9pp |
| Annual return | 17.32% | 2024.68%-2007.4pp | 1615.79%-1598.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,864 | $4,349-11.2% | $3,882-0.5% | $4,299-10.1% |
| Participant deferral / active EE | $11,075 | $6,981+58.6% | $6,405+72.9% | $6,507+70.2% |
| Admin fee / account holder | $5,839 | $10,528-44.5% | $9,769-40.2% | $12,624-53.7% |