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 | $286,140 | $152,587+87.5% | $125,175+128.6% | $152,861+87.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.87% | 54.84%-38.0pp | 43.79%-26.9pp | 345.32%-328.5pp |
| Employer contribution / active EE | $2,877 | $4,946-41.8% | $3,865-25.6% | $4,762-39.6% |
| Participant deferral / active EE | $10,113 | $5,868+72.3% | $4,937+104.8% | $5,850+72.9% |
| Admin fee / account holder | $8,502 | $13,434-36.7% | $9,702-12.4% | $11,596-26.7% |