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 | $265,166 | $185,822+42.7% | $169,993+56.0% | $139,434+90.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.76% | 60.50%-44.7pp | 53.37%-37.6pp | 372.94%-357.2pp |
| Employer contribution / active EE | $4,068 | $7,590-46.4% | $6,785-40.1% | $4,751-14.4% |
| Participant deferral / active EE | $19,329 | $11,622+66.3% | $10,408+85.7% | $6,710+188.1% |
| Admin fee / account holder | $682 | $15,381-95.6% | $12,815-94.7% | $11,403-94.0% |