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 | $268,400 | $111,754+140.2% | $103,333+159.7% | $145,922+83.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.86% | 24.77%-13.9pp | 24.88%-14.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $9,914 | $4,212+135.4% | $3,868+156.3% | $4,660+112.8% |
| Participant deferral / active EE | $12,081 | $5,619+115.0% | $5,057+138.9% | $6,688+80.6% |
| Admin fee / account holder | $3,284 | $9,750-66.3% | $8,355-60.7% | $13,397-75.5% |