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 | $263,652 | $117,983+123.5% | $101,794+159.0% | $142,382+85.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 68.28% | 36.92%+31.4pp | 30.53%+37.8pp | 217.08%-148.8pp |
| Employer contribution / active EE | $8,831 | $2,773+218.5% | $2,289+285.8% | $4,299+105.4% |
| Participant deferral / active EE | $2,317 | $4,714-50.8% | $4,084-43.3% | $6,507-64.4% |
| Admin fee / account holder | $2,650 | $10,433-74.6% | $8,777-69.8% | $12,624-79.0% |