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 | $261,032 | $107,334+143.2% | $92,893+181.0% | $152,861+70.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.40% | 145.58%-131.2pp | 109.41%-95.0pp | 345.32%-330.9pp |
| Employer contribution / active EE | $1,423 | $4,221-66.3% | $3,653-61.0% | $4,762-70.1% |
| Participant deferral / active EE | $11,100 | $4,845+129.1% | $4,236+162.0% | $5,850+89.7% |
| Admin fee / account holder | $392 | $7,079-94.5% | $5,794-93.2% | $11,596-96.6% |