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 | $252,539 | $159,901+57.9% | $146,958+71.8% | $145,922+73.1% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 27.11% | 98.13%-71.0pp | 418.34%-391.2pp | 561.29%-534.2pp |
| Employer contribution / active EE | $9,336 | $5,286+76.6% | $4,933+89.3% | $4,660+100.4% |
| Participant deferral / active EE | $7,560 | $8,428-10.3% | $8,070-6.3% | $6,688+13.0% |
| Admin fee / account holder | $5,346 | $15,044-64.5% | $12,998-58.9% | $13,397-60.1% |