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 | $261,477 | $152,587+71.4% | $125,175+108.9% | $152,861+71.1% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.4%+9.2pp |
| Annual return | 19.34% | 54.84%-35.5pp | 43.79%-24.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $9,273 | $4,946+87.5% | $3,865+139.9% | $4,762+94.7% |
| Participant deferral / active EE | $6,008 | $5,868+2.4% | $4,937+21.7% | $5,850+2.7% |
| Admin fee / account holder | $1,951 | $13,434-85.5% | $9,702-79.9% | $11,596-83.2% |