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 | $260,444 | $107,334+142.6% | $92,893+180.4% | $152,861+70.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.86% | 145.58%-121.7pp | 109.41%-85.5pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,642 | $4,221-61.1% | $3,653-55.0% | $4,762-65.5% |
| Participant deferral / active EE | $12,999 | $4,845+168.3% | $4,236+206.8% | $5,850+122.2% |
| Admin fee / account holder | $12,398 | $7,079+75.1% | $5,794+114.0% | $11,596+6.9% |