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 | $435,074 | $88,751+390.2% | $81,812+431.8% | $145,922+198.2% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 18.58% | 1025.40%-1006.8pp | 773.79%-755.2pp | 561.29%-542.7pp |
| Employer contribution / active EE | $927 | $3,083-69.9% | $2,912-68.2% | $4,660-80.1% |
| Participant deferral / active EE | $9,390 | $4,643+102.2% | $4,319+117.4% | $6,688+40.4% |
| Admin fee / account holder | $1,988 | $8,415-76.4% | $7,386-73.1% | $13,397-85.2% |