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 | $260,669 | $176,812+47.4% | $146,665+77.7% | $167,490+55.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.81% | 24.03%-10.2pp | 22.74%-8.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $2,404 | $5,160-53.4% | $4,136-41.9% | $4,837-50.3% |
| Participant deferral / active EE | $9,513 | $6,440+47.7% | $5,506+72.8% | $6,341+50.0% |
| Admin fee / account holder | $1,461 | $13,259-89.0% | $10,280-85.8% | $12,309-88.1% |