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 | $327,544 | $159,602+105.2% | $150,045+118.3% | $142,382+130.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 18.12% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $7,271 | $4,961+46.6% | $4,693+54.9% | $4,299+69.1% |
| Participant deferral / active EE | $12,580 | $8,310+51.4% | $7,997+57.3% | $6,507+93.3% |
| Admin fee / account holder | $172,759 | $14,846+1063.6% | $13,435+1185.9% | $12,624+1268.5% |