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 | $324,904 | $185,822+74.8% | $169,993+91.1% | $139,434+133.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.74% | 60.50%-44.8pp | 53.37%-37.6pp | 372.94%-357.2pp |
| Employer contribution / active EE | $4,345 | $7,590-42.8% | $6,785-36.0% | $4,751-8.5% |
| Participant deferral / active EE | $16,249 | $11,622+39.8% | $10,408+56.1% | $6,710+142.2% |
| Admin fee / account holder | $88,836 | $15,381+477.6% | $12,815+593.2% | $11,403+679.1% |