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 | $250,065 | $102,317+144.4% | $146,958+70.2% | $80,856+209.3% |
| Participation rate | 93.8% | 75.8%+17.9pp | 82.2%+11.6pp | 67.6%+26.1pp |
| Annual return | 15.33% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $4,685 | $3,713+26.2% | $4,933-5.0% | $2,755+70.1% |
| Participant deferral / active EE | $11,613 | $6,644+74.8% | $8,070+43.9% | $4,296+170.3% |
| Admin fee / account holder | $61,196 | $7,941+670.6% | $12,998+370.8% | $6,918+784.6% |