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 | $399,360 | $183,519+117.6% | $155,509+156.8% | $145,922+173.7% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 11.71% | 61.17%-49.5pp | 64.67%-53.0pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,139 | $5,313-59.7% | $4,672-54.2% | $4,660-54.1% |
| Participant deferral / active EE | $5,753 | $6,462-11.0% | $5,626+2.3% | $6,688-14.0% |
| Admin fee / account holder | $9,910 | $19,313-48.7% | $15,912-37.7% | $13,397-26.0% |