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 | $266,571 | $214,378+24.3% | $200,582+32.9% | $142,382+87.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.14% | 46.41%-34.3pp | 42.33%-30.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $24,757 | $6,841+261.9% | $6,419+285.7% | $4,299+475.9% |
| Participant deferral / active EE | $25,189 | $9,865+155.3% | $9,331+169.9% | $6,507+287.1% |
| Admin fee / account holder | $38,996 | $17,692+120.4% | $16,305+139.2% | $12,624+208.9% |