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 | $271,031 | $157,256+72.3% | $141,162+92.0% | $152,861+77.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.06% | 64.32%-48.3pp | 71.39%-55.3pp | 345.32%-329.3pp |
| Employer contribution / active EE | $7,249 | $5,261+37.8% | $4,735+53.1% | $4,762+52.2% |
| Participant deferral / active EE | $7,466 | $7,109+5.0% | $6,709+11.3% | $5,850+27.6% |
| Admin fee / account holder | $3,879 | $12,120-68.0% | $10,261-62.2% | $11,596-66.6% |