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 | $481,531 | $133,958+259.5% | $112,228+329.1% | $134,475+258.1% |
| Participation rate | 94.7% | 78.6%+16.2pp | 75.1%+19.7pp | 81.2%+13.5pp |
| Annual return | -16.45% | 47.11%-63.6pp | 27.45%-43.9pp | 417.96%-434.4pp |
| Employer contribution / active EE | $5,391 | $4,038+33.5% | $3,635+48.3% | $4,740+13.7% |
| Participant deferral / active EE | $10,865 | $5,291+105.4% | $4,728+129.8% | $6,400+69.8% |
| Admin fee / account holder | $11,995 | $7,489+60.2% | $6,410+87.1% | $11,426+5.0% |