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 | $303,049 | $209,336+44.8% | $197,124+53.7% | $137,256+120.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.24% | 48.09%-35.8pp | 44.34%-32.1pp | 220.34%-208.1pp |
| Employer contribution / active EE | $3,066 | $6,591-53.5% | $6,227-50.8% | $4,156-26.2% |
| Participant deferral / active EE | $16,636 | $9,614+73.0% | $9,135+82.1% | $6,407+159.7% |
| Admin fee / account holder | $113,099 | $17,308+553.5% | $16,298+593.9% | $12,270+821.7% |