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 | $253,283 | $109,817+130.6% | $98,442+157.3% | $167,490+51.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.32% | 1956.69%-1941.4pp | 1492.73%-1477.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $5,973 | $3,224+85.3% | $2,960+101.8% | $4,837+23.5% |
| Participant deferral / active EE | $21,247 | $4,673+354.6% | $4,276+396.9% | $6,341+235.1% |
| Admin fee / account holder | $732 | $6,753-89.2% | $5,949-87.7% | $12,309-94.1% |