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 | $264,615 | $68,346+287.2% | $94,646+179.6% | $75,163+252.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 29.10% | 616.93%-587.8pp | 156.71%-127.6pp | 160.62%-131.5pp |
| Employer contribution / active EE | $3,668 | $2,701+35.8% | $3,672-0.1% | $2,670+37.4% |
| Participant deferral / active EE | $8,945 | $6,537+36.8% | $7,418+20.6% | $4,125+116.8% |
| Admin fee / account holder | $21,235 | $5,326+298.7% | $7,231+193.7% | $5,651+275.8% |