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 | $442,552 | $214,378+106.4% | $200,582+120.6% | $142,382+210.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.24% | 46.41%-32.2pp | 42.33%-28.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $19,843 | $6,841+190.0% | $6,419+209.1% | $4,299+361.6% |
| Participant deferral / active EE | $42,373 | $9,865+329.5% | $9,331+354.1% | $6,507+551.2% |
| Admin fee / account holder | $113,465 | $17,692+541.3% | $16,305+595.9% | $12,624+798.8% |