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 | $334,626 | $178,174+87.8% | $156,181+114.3% | $137,256+143.8% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.8%+12.1pp | 80.0%+10.9pp |
| Annual return | 10.48% | 84.19%-73.7pp | 64.87%-54.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $7,752 | $4,972+55.9% | $4,294+80.5% | $4,156+86.5% |
| Participant deferral / active EE | $6,012 | $6,888-12.7% | $6,132-2.0% | $6,407-6.2% |
| Admin fee / account holder | $32,137 | $17,404+84.7% | $14,586+120.3% | $12,270+161.9% |