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 | $296,276 | $884,045-66.5% | $453,369-34.7% | $167,490+76.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 10.87% | 29.49%-18.6pp | 64.40%-53.5pp | 478.56%-467.7pp |
| Employer contribution / active EE | $3,813 | $5,538-31.1% | $4,070-6.3% | $4,837-21.2% |
| Participant deferral / active EE | $17,733 | $7,898+124.5% | $6,209+185.6% | $6,341+179.7% |
| Admin fee / account holder | $29,539 | $22,063+33.9% | $11,209+163.5% | $12,309+140.0% |