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 | $375,725 | $201,272+86.7% | $184,203+104.0% | $145,922+157.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.68% | 29.00%-15.3pp | 28.81%-15.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $13,965 | $7,022+98.9% | $6,427+117.3% | $4,660+199.7% |
| Participant deferral / active EE | $25,219 | $9,806+157.2% | $9,131+176.2% | $6,688+277.1% |
| Admin fee / account holder | $150,586 | $16,364+820.2% | $13,901+983.3% | $13,397+1024.0% |