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 | $281,647 | $183,519+53.5% | $155,509+81.1% | $145,922+93.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.95% | 61.17%-35.2pp | 64.67%-38.7pp | 561.29%-535.3pp |
| Employer contribution / active EE | $7,573 | $5,313+42.5% | $4,672+62.1% | $4,660+62.5% |
| Participant deferral / active EE | $19,399 | $6,462+200.2% | $5,626+244.8% | $6,688+190.1% |
| Admin fee / account holder | $36,041 | $19,313+86.6% | $15,912+126.5% | $13,397+169.0% |