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 | $334,110 | $201,272+66.0% | $184,203+81.4% | $145,922+129.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.13% | 29.00%-18.9pp | 28.81%-18.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $10,041 | $7,022+43.0% | $6,427+56.2% | $4,660+115.5% |
| Participant deferral / active EE | $25,963 | $9,806+164.8% | $9,131+184.3% | $6,688+288.2% |
| Admin fee / account holder | $41,057 | $16,364+150.9% | $13,901+195.4% | $13,397+206.5% |