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 | $440,367 | $162,781+170.5% | $133,956+228.7% | $158,922+177.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.25% | 41.94%-23.7pp | 45.09%-26.8pp | 302.83%-284.6pp |
| Employer contribution / active EE | $5,280 | $4,975+6.1% | $3,919+34.7% | $4,761+10.9% |
| Participant deferral / active EE | $11,453 | $5,911+93.8% | $5,048+126.9% | $5,982+91.5% |
| Admin fee / account holder | $2,485 | $11,736-78.8% | $8,927-72.2% | $11,246-77.9% |