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 | $258,050 | $117,841+119.0% | $102,423+151.9% | $145,922+76.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.03% | 31.65%-18.6pp | 29.32%-16.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $3,872 | $3,615+7.1% | $3,023+28.1% | $4,660-16.9% |
| Participant deferral / active EE | $11,012 | $5,731+92.2% | $5,053+117.9% | $6,688+64.7% |
| Admin fee / account holder | $71,315 | $13,326+435.2% | $9,451+654.6% | $13,397+432.3% |