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 9-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 | $310,112 | $159,602+94.3% | $150,045+106.7% | $142,382+117.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.22% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $7,034 | $4,961+41.8% | $4,693+49.9% | $4,299+63.6% |
| Participant deferral / active EE | $8,439 | $8,310+1.6% | $7,997+5.5% | $6,507+29.7% |
| Admin fee / account holder | $27,691 | $14,846+86.5% | $13,435+106.1% | $12,624+119.4% |