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 | $299,939 | $165,984+80.7% | $164,813+82.0% | $145,922+105.5% |
| Participation rate | 72.2% | 82.0%-9.8pp | 78.6%-6.4pp | 80.3%-8.1pp |
| Annual return | 11.78% | 100.03%-88.2pp | 69.93%-58.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,697 | $5,273-48.9% | $4,341-37.9% | $4,660-42.1% |
| Participant deferral / active EE | $9,071 | $6,959+30.3% | $6,031+50.4% | $6,688+35.6% |
| Admin fee / account holder | $1,912 | $16,648-88.5% | $12,690-84.9% | $13,397-85.7% |