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 | $258,631 | $159,901+61.7% | $146,958+76.0% | $145,922+77.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 10.81% | 98.13%-87.3pp | 418.34%-407.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $4,282 | $5,286-19.0% | $4,933-13.2% | $4,660-8.1% |
| Participant deferral / active EE | $9,132 | $8,428+8.4% | $8,070+13.2% | $6,688+36.6% |
| Admin fee / account holder | $836 | $15,044-94.4% | $12,998-93.6% | $13,397-93.8% |