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 | $286,977 | $214,378+33.9% | $200,582+43.1% | $142,382+101.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.46% | 46.41%-23.9pp | 42.33%-19.9pp | 217.08%-194.6pp |
| Employer contribution / active EE | $3,724 | $6,841-45.6% | $6,419-42.0% | $4,299-13.4% |
| Participant deferral / active EE | $14,224 | $9,865+44.2% | $9,331+52.4% | $6,507+118.6% |
| Admin fee / account holder | $937 | $17,692-94.7% | $16,305-94.3% | $12,624-92.6% |