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 7-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 | $267,228 | $162,781+64.2% | $133,956+99.5% | $158,922+68.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 92.72% | 41.94%+50.8pp | 45.09%+47.6pp | 302.83%-210.1pp |
| Employer contribution / active EE | $7,721 | $4,975+55.2% | $3,919+97.0% | $4,761+62.2% |
| Participant deferral / active EE | $10,136 | $5,911+71.5% | $5,048+100.8% | $5,982+69.4% |
| Admin fee / account holder | $13,988 | $11,736+19.2% | $8,927+56.7% | $11,246+24.4% |