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 | $308,239 | $214,378+43.8% | $200,582+53.7% | $142,382+116.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.00% | 46.41%-27.4pp | 42.33%-23.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $3,078 | $6,841-55.0% | $6,419-52.0% | $4,299-28.4% |
| Participant deferral / active EE | $7,342 | $9,865-25.6% | $9,331-21.3% | $6,507+12.8% |
| Admin fee / account holder | $4,500 | $17,692-74.6% | $16,305-72.4% | $12,624-64.4% |