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 | $276,833 | $201,272+37.5% | $184,203+50.3% | $145,922+89.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.18% | 29.00%-17.8pp | 28.81%-17.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $6,318 | $7,022-10.0% | $6,427-1.7% | $4,660+35.6% |
| Participant deferral / active EE | $8,919 | $9,806-9.0% | $9,131-2.3% | $6,688+33.4% |
| Admin fee / account holder | $35,046 | $16,364+114.2% | $13,901+152.1% | $13,397+161.6% |