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 | $298,328 | $210,648+41.6% | $177,989+67.6% | $145,922+104.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.85% | 385.86%-368.0pp | 294.48%-276.6pp | 561.29%-543.4pp |
| Employer contribution / active EE | $6,498 | $4,565+42.4% | $3,949+64.6% | $4,660+39.4% |
| Participant deferral / active EE | $14,297 | $6,958+105.5% | $6,276+127.8% | $6,688+113.8% |
| Admin fee / account holder | $174,145 | $12,013+1349.7% | $10,363+1580.4% | $13,397+1199.9% |