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 | $337,316 | $108,912+209.7% | $100,383+236.0% | $145,959+131.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.83% | 57.96%-41.1pp | 49.26%-32.4pp | 561.95%-545.1pp |
| Employer contribution / active EE | $5,414 | $4,423+22.4% | $3,944+37.3% | $4,661+16.2% |
| Participant deferral / active EE | $11,069 | $8,451+31.0% | $8,086+36.9% | $6,689+65.5% |
| Admin fee / account holder | $704 | $9,690-92.7% | $7,900-91.1% | $13,398-94.7% |