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 | $295,393 | $214,378+37.8% | $200,582+47.3% | $142,382+107.5% |
| Participation rate | 94.4% | 87.4%+7.0pp | 86.9%+7.6pp | 80.1%+14.3pp |
| Annual return | 19.67% | 46.41%-26.7pp | 42.33%-22.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $6,204 | $6,841-9.3% | $6,419-3.3% | $4,299+44.3% |
| Participant deferral / active EE | $20,678 | $9,865+109.6% | $9,331+121.6% | $6,507+217.8% |
| Admin fee / account holder | $27,469 | $17,692+55.3% | $16,305+68.5% | $12,624+117.6% |