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 | $304,726 | $99,918+205.0% | $81,382+274.4% | $145,922+108.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 30.86% | 34.32%-3.5pp | 24.73%+6.1pp | 561.29%-530.4pp |
| Employer contribution / active EE | $3,467 | $2,978+16.5% | $2,463+40.8% | $4,660-25.6% |
| Participant deferral / active EE | $6,866 | $4,605+49.1% | $3,883+76.8% | $6,688+2.7% |
| Admin fee / account holder | $12,823 | $8,212+56.1% | $5,768+122.3% | $13,397-4.3% |