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 | $258,998 | $161,352+60.5% | $134,172+93.0% | $137,256+88.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 15.43% | 28.72%-13.3pp | 25.30%-9.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $5,520 | $4,099+34.7% | $3,420+61.4% | $4,156+32.8% |
| Participant deferral / active EE | $7,861 | $5,552+41.6% | $4,690+67.6% | $6,407+22.7% |
| Admin fee / account holder | $1,137 | $15,028-92.4% | $12,016-90.5% | $12,270-90.7% |