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 | $377,896 | $159,901+136.3% | $146,958+157.1% | $145,922+159.0% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 17.70% | 98.13%-80.4pp | 418.34%-400.6pp | 561.29%-543.6pp |
| Employer contribution / active EE | $7,102 | $5,286+34.3% | $4,933+44.0% | $4,660+52.4% |
| Participant deferral / active EE | $12,353 | $8,428+46.6% | $8,070+53.1% | $6,688+84.7% |
| Admin fee / account holder | $4,085 | $15,044-72.8% | $12,998-68.6% | $13,397-69.5% |