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 | $430,142 | $209,832+105.0% | $189,513+127.0% | $167,490+156.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.82% | 748.27%-735.4pp | 555.15%-542.3pp | 478.56%-465.7pp |
| Employer contribution / active EE | $3,773 | $6,914-45.4% | $6,162-38.8% | $4,837-22.0% |
| Participant deferral / active EE | $12,027 | $8,935+34.6% | $8,221+46.3% | $6,341+89.7% |
| Admin fee / account holder | $7,774 | $14,293-45.6% | $12,045-35.5% | $12,309-36.8% |