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 | $316,948 | $201,272+57.5% | $184,203+72.1% | $145,922+117.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.27% | 29.00%-14.7pp | 28.81%-14.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $9,234 | $7,022+31.5% | $6,427+43.7% | $4,660+98.2% |
| Participant deferral / active EE | $8,644 | $9,806-11.9% | $9,131-5.3% | $6,688+29.2% |
| Admin fee / account holder | $15,451 | $16,364-5.6% | $13,901+11.1% | $13,397+15.3% |