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 | $271,640 | $197,591+37.5% | $177,821+52.8% | $158,922+70.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.59% | 58.76%-44.2pp | 48.32%-33.7pp | 302.83%-288.2pp |
| Employer contribution / active EE | $4,762 | $6,697-28.9% | $5,918-19.5% | $4,7610% |
| Participant deferral / active EE | $6,553 | $8,405-22.0% | $7,714-15.0% | $5,982+9.5% |
| Admin fee / account holder | $529 | $15,399-96.6% | $12,427-95.7% | $11,246-95.3% |