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 | $259,835 | $177,572+46.3% | $154,803+67.8% | $142,382+82.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.54% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,246 | $4,810-53.3% | $4,305-47.8% | $4,299-47.7% |
| Participant deferral / active EE | $7,840 | $6,272+25.0% | $5,540+41.5% | $6,507+20.5% |
| Admin fee / account holder | $1,904 | $16,786-88.7% | $14,329-86.7% | $12,624-84.9% |