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 | $302,199 | $197,591+52.9% | $177,821+69.9% | $158,922+90.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.46% | 58.76%-43.3pp | 48.32%-32.9pp | 302.83%-287.4pp |
| Employer contribution / active EE | $15,401 | $6,697+130.0% | $5,918+160.2% | $4,761+223.5% |
| Participant deferral / active EE | $17,904 | $8,405+113.0% | $7,714+132.1% | $5,982+199.3% |
| Admin fee / account holder | $14,726 | $15,399-4.4% | $12,427+18.5% | $11,246+31.0% |