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 | $268,882 | $160,055+68.0% | $140,016+92.0% | $135,375+98.6% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | -6.20% | 911.38%-917.6pp | 651.12%-657.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $6,364 | $6,420-0.9% | $5,606+13.5% | $4,779+33.2% |
| Participant deferral / active EE | $3,861 | $7,642-49.5% | $6,927-44.3% | $5,609-31.2% |
| Admin fee / account holder | $8,688 | $13,328-34.8% | $10,705-18.8% | $10,827-19.8% |