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 | $361,292 | $159,602+126.4% | $150,045+140.8% | $142,382+153.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.41% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $6,333 | $4,961+27.7% | $4,693+34.9% | $4,299+47.3% |
| Participant deferral / active EE | $14,917 | $8,310+79.5% | $7,997+86.5% | $6,507+129.2% |
| Admin fee / account holder | $43,225 | $14,846+191.1% | $13,435+221.7% | $12,624+242.4% |