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 | $314,400 | $117,983+166.5% | $101,794+208.9% | $142,382+120.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.06% | 36.92%-20.9pp | 30.53%-14.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $9,705 | $2,773+250.0% | $2,289+324.0% | $4,299+125.7% |
| Participant deferral / active EE | $8,319 | $4,714+76.5% | $4,084+103.7% | $6,507+27.8% |
| Admin fee / account holder | $2,085 | $10,433-80.0% | $8,777-76.2% | $12,624-83.5% |