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 | $251,119 | $77,634+223.5% | $156,549+60.4% | $62,891+299.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.39% | 50.32%-41.9pp | 32.23%-23.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $10,298 | $3,444+199.0% | $5,501+87.2% | $2,281+351.5% |
| Participant deferral / active EE | $6,328 | $3,045+107.8% | $4,871+29.9% | $3,203+97.6% |
| Admin fee / account holder | $4,428 | $5,561-20.4% | $13,027-66.0% | $4,296+3.1% |