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 | $311,979 | $162,781+91.7% | $133,956+132.9% | $158,922+96.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.71% | 41.94%-28.2pp | 45.09%-31.4pp | 302.83%-289.1pp |
| Employer contribution / active EE | $26,685 | $4,975+436.3% | $3,919+581.0% | $4,761+460.5% |
| Participant deferral / active EE | $9,781 | $5,911+65.5% | $5,048+93.8% | $5,982+63.5% |
| Admin fee / account holder | $24,315 | $11,736+107.2% | $8,927+172.4% | $11,246+116.2% |