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 | $252,469 | $159,901+57.9% | $146,958+71.8% | $145,922+73.0% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 11.64% | 98.13%-86.5pp | 418.34%-406.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $5,532 | $5,286+4.7% | $4,933+12.1% | $4,660+18.7% |
| Participant deferral / active EE | $18,077 | $8,428+114.5% | $8,070+124.0% | $6,688+170.3% |
| Admin fee / account holder | $1,687 | $15,044-88.8% | $12,998-87.0% | $13,397-87.4% |