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 | $437,427 | $209,336+109.0% | $197,124+121.9% | $137,256+218.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.79% | 48.09%-32.3pp | 44.34%-28.6pp | 220.34%-204.6pp |
| Employer contribution / active EE | $9,478 | $6,591+43.8% | $6,227+52.2% | $4,156+128.1% |
| Participant deferral / active EE | $24,514 | $9,614+155.0% | $9,135+168.4% | $6,407+282.6% |
| Admin fee / account holder | $2,303 | $17,308-86.7% | $16,298-85.9% | $12,270-81.2% |