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 | $346,926 | $159,901+117.0% | $146,958+136.1% | $145,922+137.7% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.6pp |
| Annual return | 15.70% | 98.13%-82.4pp | 418.34%-402.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $4,861 | $5,286-8.0% | $4,933-1.5% | $4,660+4.3% |
| Participant deferral / active EE | $13,652 | $8,428+62.0% | $8,070+69.2% | $6,688+104.1% |
| Admin fee / account holder | $8,861 | $15,044-41.1% | $12,998-31.8% | $13,397-33.9% |