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 | $473,549 | $102,382+362.5% | $147,005+222.1% | $80,874+485.5% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 14.51% | 134.89%-120.4pp | 418.76%-404.3pp | 35.62%-21.1pp |
| Employer contribution / active EE | $7,882 | $3,715+112.2% | $4,934+59.7% | $2,756+186.0% |
| Participant deferral / active EE | $20,863 | $6,646+213.9% | $8,070+158.5% | $4,297+385.5% |
| Admin fee / account holder | $15,412 | $7,942+94.1% | $13,006+18.5% | $6,935+122.2% |