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 | $263,587 | $201,272+31.0% | $184,203+43.1% | $145,922+80.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.41% | 29.00%-13.6pp | 28.81%-13.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,592 | $7,022-77.3% | $6,427-75.2% | $4,660-65.8% |
| Participant deferral / active EE | $10,311 | $9,806+5.2% | $9,131+12.9% | $6,688+54.2% |
| Admin fee / account holder | $22,129 | $16,364+35.2% | $13,901+59.2% | $13,397+65.2% |