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 | $256,067 | $172,111+48.8% | $150,298+70.4% | $137,256+86.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 13.43% | 69.37%-55.9pp | 62.79%-49.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $7,644 | $4,636+64.9% | $4,154+84.0% | $4,156+83.9% |
| Participant deferral / active EE | $14,529 | $6,166+135.6% | $5,453+166.5% | $6,407+126.8% |
| Admin fee / account holder | $72,157 | $16,471+338.1% | $14,116+411.2% | $12,270+488.1% |