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 | $277,457 | $157,256+76.4% | $141,162+96.6% | $152,861+81.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.87% | 64.32%-43.5pp | 71.39%-50.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $7,159 | $5,261+36.1% | $4,735+51.2% | $4,762+50.3% |
| Participant deferral / active EE | $3,000 | $7,109-57.8% | $6,709-55.3% | $5,850-48.7% |
| Admin fee / account holder | $20,901 | $12,120+72.4% | $10,261+103.7% | $11,596+80.2% |