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 | $274,779 | $209,336+31.3% | $197,124+39.4% | $137,256+100.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 34.67% | 48.09%-13.4pp | 44.34%-9.7pp | 220.34%-185.7pp |
| Employer contribution / active EE | $9,328 | $6,591+41.5% | $6,227+49.8% | $4,156+124.4% |
| Participant deferral / active EE | $8,814 | $9,614-8.3% | $9,135-3.5% | $6,407+37.6% |
| Admin fee / account holder | $7,352 | $17,308-57.5% | $16,298-54.9% | $12,270-40.1% |