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 | $258,496 | $189,613+36.3% | $167,512+54.3% | $142,382+81.6% |
| Participation rate | 93.8% | 80.1%+13.6pp | 77.1%+16.7pp | 80.1%+13.6pp |
| Annual return | 17.83% | 2024.68%-2006.9pp | 1615.79%-1598.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $20,540 | $6,981+194.2% | $6,405+220.7% | $6,507+215.7% |
| Admin fee / account holder | $2,126 | $10,528-79.8% | $9,769-78.2% | $12,624-83.2% |