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 | $252,522 | $178,174+41.7% | $156,181+61.7% | $137,256+84.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.88% | 84.19%-68.3pp | 64.87%-49.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,569 | $4,972-28.2% | $4,294-16.9% | $4,156-14.1% |
| Participant deferral / active EE | $8,998 | $6,888+30.6% | $6,132+46.7% | $6,407+40.4% |
| Admin fee / account holder | $6,127 | $17,404-64.8% | $14,586-58.0% | $12,270-50.1% |