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 | $379,248 | $202,318+87.5% | $172,739+119.5% | $152,861+148.1% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.4%+4.2pp |
| Annual return | 25.46% | 1029.65%-1004.2pp | 802.84%-777.4pp | 345.32%-319.9pp |
| Employer contribution / active EE | $3,727 | $5,856-36.4% | $5,143-27.5% | $4,762-21.7% |
| Participant deferral / active EE | $8,115 | $5,948+36.4% | $5,198+56.1% | $5,850+38.7% |
| Admin fee / account holder | $4,278 | $17,109-75.0% | $13,954-69.3% | $11,596-63.1% |