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 | $401,412 | $107,334+274.0% | $92,893+332.1% | $152,861+162.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.40% | 145.58%-122.2pp | 109.41%-86.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $4,114 | $4,221-2.5% | $3,653+12.6% | $4,762-13.6% |
| Participant deferral / active EE | $9,369 | $4,845+93.4% | $4,236+121.2% | $5,850+60.2% |
| Admin fee / account holder | $999 | $7,079-85.9% | $5,794-82.8% | $11,596-91.4% |