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 | $395,940 | $201,272+96.7% | $184,203+114.9% | $145,922+171.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.82% | 29.00%-11.2pp | 28.81%-11.0pp | 561.29%-543.5pp |
| Employer contribution / active EE | $9,159 | $7,022+30.4% | $6,427+42.5% | $4,660+96.6% |
| Participant deferral / active EE | $28,625 | $9,806+191.9% | $9,131+213.5% | $6,688+328.0% |
| Admin fee / account holder | $2,432 | $16,364-85.1% | $13,901-82.5% | $13,397-81.8% |