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 | $298,295 | $159,901+86.6% | $146,958+103.0% | $145,922+104.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 17.82% | 98.13%-80.3pp | 418.34%-400.5pp | 561.29%-543.5pp |
| Employer contribution / active EE | $4,260 | $5,286-19.4% | $4,933-13.6% | $4,660-8.6% |
| Participant deferral / active EE | $16,677 | $8,428+97.9% | $8,070+106.7% | $6,688+149.4% |
| Admin fee / account holder | $5,807 | $15,044-61.4% | $12,998-55.3% | $13,397-56.7% |