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 | $254,702 | $157,256+62.0% | $141,162+80.4% | $152,861+66.6% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 18.20% | 64.32%-46.1pp | 71.39%-53.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,588 | $5,261-69.8% | $4,735-66.5% | $4,762-66.7% |
| Participant deferral / active EE | $12,821 | $7,109+80.3% | $6,709+91.1% | $5,850+119.2% |
| Admin fee / account holder | $26,775 | $12,120+120.9% | $10,261+160.9% | $11,596+130.9% |