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 | $348,237 | $183,963+89.3% | $162,163+114.7% | $152,861+127.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.11% | 150.76%-124.7pp | 115.59%-89.5pp | 345.32%-319.2pp |
| Employer contribution / active EE | $2,545 | $6,371-60.0% | $5,614-54.7% | $4,762-46.6% |
| Participant deferral / active EE | $12,015 | $8,034+49.6% | $7,298+64.6% | $5,850+105.4% |
| Admin fee / account holder | $3,494 | $13,121-73.4% | $10,843-67.8% | $11,596-69.9% |