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 | $278,415 | $116,175+139.7% | $93,606+197.4% | $152,861+82.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 20.13% | 35.96%-15.8pp | 32.76%-12.6pp | 345.32%-325.2pp |
| Employer contribution / active EE | $3,450 | $3,218+7.2% | $2,718+26.9% | $4,762-27.6% |
| Participant deferral / active EE | $8,260 | $4,603+79.4% | $4,069+103.0% | $5,850+41.2% |
| Admin fee / account holder | $4,427 | $10,748-58.8% | $7,888-43.9% | $11,596-61.8% |