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 | $342,509 | $165,984+106.4% | $164,813+107.8% | $145,922+134.7% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 13.64% | 100.03%-86.4pp | 69.93%-56.3pp | 561.29%-547.6pp |
| Employer contribution / active EE | $7,162 | $5,273+35.8% | $4,341+65.0% | $4,660+53.7% |
| Participant deferral / active EE | $12,142 | $6,959+74.5% | $6,031+101.3% | $6,688+81.6% |
| Admin fee / account holder | $22,021 | $16,648+32.3% | $12,690+73.5% | $13,397+64.4% |