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 | $274,270 | $159,901+71.5% | $146,958+86.6% | $145,922+88.0% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 13.57% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,955 | $5,286-25.2% | $4,933-19.8% | $4,660-15.1% |
| Participant deferral / active EE | $9,732 | $8,428+15.5% | $8,070+20.6% | $6,688+45.5% |
| Admin fee / account holder | $73,538 | $15,044+388.8% | $12,998+465.8% | $13,397+448.9% |