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 | $363,693 | $157,256+131.3% | $141,162+157.6% | $152,861+137.9% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.4%+13.4pp |
| Annual return | 16.78% | 64.32%-47.5pp | 71.39%-54.6pp | 345.32%-328.5pp |
| Employer contribution / active EE | $6,388 | $5,261+21.4% | $4,735+34.9% | $4,762+34.1% |
| Participant deferral / active EE | $9,572 | $7,109+34.6% | $6,709+42.7% | $5,850+63.6% |
| Admin fee / account holder | $21,244 | $12,120+75.3% | $10,261+107.0% | $11,596+83.2% |