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 | $300,689 | $209,336+43.6% | $197,124+52.5% | $137,256+119.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.13% | 48.09%-30.0pp | 44.34%-26.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $13,536 | $6,591+105.4% | $6,227+117.4% | $4,156+225.7% |
| Participant deferral / active EE | $21,468 | $9,614+123.3% | $9,135+135.0% | $6,407+235.1% |
| Admin fee / account holder | $20,291 | $17,308+17.2% | $16,298+24.5% | $12,270+65.4% |