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 | $346,667 | $88,751+290.6% | $81,812+323.7% | $145,922+137.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 11.23% | 1025.40%-1014.2pp | 773.79%-762.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $4,877 | $3,083+58.2% | $2,912+67.5% | $4,660+4.7% |
| Participant deferral / active EE | $9,446 | $4,643+103.4% | $4,319+118.7% | $6,688+41.2% |
| Admin fee / account holder | $2,019 | $8,415-76.0% | $7,386-72.7% | $13,397-84.9% |