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 | $510,042 | $114,047+347.2% | $96,139+430.5% | $167,490+204.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 13.62% | 189.88%-176.3pp | 191.94%-178.3pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,207 | $3,427-35.6% | $2,797-21.1% | $4,837-54.4% |
| Participant deferral / active EE | $13,075 | $5,194+151.8% | $4,349+200.7% | $6,341+106.2% |
| Admin fee / account holder | $5,881 | $6,897-14.7% | $5,537+6.2% | $12,309-52.2% |