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 | $281,632 | $210,648+33.7% | $177,989+58.2% | $145,922+93.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.56% | 385.86%-371.3pp | 294.48%-279.9pp | 561.29%-546.7pp |
| Employer contribution / active EE | $5,244 | $4,565+14.9% | $3,949+32.8% | $4,660+12.5% |
| Participant deferral / active EE | $14,424 | $6,958+107.3% | $6,276+129.8% | $6,688+115.7% |
| Admin fee / account holder | $47,752 | $12,013+297.5% | $10,363+360.8% | $13,397+256.4% |