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 | $275,761 | $79,184+248.3% | $102,438+169.2% | $74,546+269.9% |
| Participation rate | 99.0% | 74.8%+24.2pp | 76.5%+22.5pp | 67.2%+31.8pp |
| Annual return | 20.33% | 54.95%-34.6pp | 29.37%-9.0pp | 1366.03%-1345.7pp |
| Employer contribution / active EE | $2,832 | $2,362+19.9% | $3,024-6.3% | $2,624+7.9% |
| Participant deferral / active EE | $7,157 | $4,414+62.1% | $5,054+41.6% | $4,347+64.6% |
| Admin fee / account holder | $27,461 | $2,001+1272.2% | $9,448+190.7% | $1,944+1312.9% |