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 | $255,502 | $103,376+147.2% | $87,100+193.3% | $152,861+67.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 17.67% | 28.10%-10.4pp | 28.19%-10.5pp | 345.32%-327.7pp |
| Employer contribution / active EE | $7,823 | $3,220+142.9% | $2,521+210.3% | $4,762+64.3% |
| Participant deferral / active EE | $6,134 | $4,778+28.4% | $4,049+51.5% | $5,850+4.9% |
| Admin fee / account holder | $3,313 | $12,205-72.9% | $7,497-55.8% | $11,596-71.4% |