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 | $251,224 | $209,832+19.7% | $189,513+32.6% | $167,490+50.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.20% | 748.27%-731.1pp | 555.15%-538.0pp | 478.56%-461.4pp |
| Employer contribution / active EE | $14,429 | $6,914+108.7% | $6,162+134.2% | $4,837+198.3% |
| Participant deferral / active EE | $6,658 | $8,935-25.5% | $8,221-19.0% | $6,341+5.0% |
| Admin fee / account holder | $2,475 | $14,293-82.7% | $12,045-79.5% | $12,309-79.9% |