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 | $250,645 | $152,587+64.3% | $125,175+100.2% | $152,861+64.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 31.00% | 54.84%-23.8pp | 43.79%-12.8pp | 345.32%-314.3pp |
| Employer contribution / active EE | $3,752 | $4,946-24.1% | $3,865-2.9% | $4,762-21.2% |
| Participant deferral / active EE | $5,976 | $5,868+1.8% | $4,937+21.1% | $5,850+2.2% |
| Admin fee / account holder | $11,636 | $13,434-13.4% | $9,702+19.9% | $11,596+0.3% |