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 | $315,345 | $202,432+55.8% | $169,368+86.2% | $139,434+126.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.63% | 531.74%-516.1pp | 405.60%-390.0pp | 372.94%-357.3pp |
| Employer contribution / active EE | $14,977 | $4,692+219.2% | $4,013+273.2% | $4,751+215.2% |
| Participant deferral / active EE | $17,013 | $6,938+145.2% | $6,221+173.5% | $6,710+153.5% |
| Admin fee / account holder | $1,212 | $10,708-88.7% | $9,003-86.5% | $11,403-89.4% |