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 | $260,739 | $154,228+69.1% | $145,433+79.3% | $137,256+90.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.71% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $11,005 | $4,804+129.1% | $4,554+141.6% | $4,156+164.8% |
| Participant deferral / active EE | $11,005 | $8,216+33.9% | $7,897+39.4% | $6,407+71.8% |
| Admin fee / account holder | $36,161 | $14,344+152.1% | $13,129+175.4% | $12,270+194.7% |