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 | $325,380 | $157,256+106.9% | $141,162+130.5% | $152,861+112.9% |
| Participation rate | 95.2% | 84.8%+10.4pp | 82.5%+12.8pp | 82.4%+12.8pp |
| Annual return | 18.92% | 64.32%-45.4pp | 71.39%-52.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $6,957 | $5,261+32.2% | $4,735+46.9% | $4,762+46.1% |
| Participant deferral / active EE | $13,011 | $7,109+83.0% | $6,709+93.9% | $5,850+122.4% |
| Admin fee / account holder | $52,324 | $12,120+331.7% | $10,261+409.9% | $11,596+351.2% |