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 | $513,750 | $148,534+245.9% | $135,903+278.0% | $139,434+268.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.52% | 79.19%-55.7pp | 68.23%-44.7pp | 372.94%-349.4pp |
| Employer contribution / active EE | $2,407 | $5,243-54.1% | $4,856-50.4% | $4,751-49.3% |
| Participant deferral / active EE | $10,637 | $8,100+31.3% | $7,758+37.1% | $6,710+58.5% |
| Admin fee / account holder | $8,197 | $12,400-33.9% | $10,762-23.8% | $11,403-28.1% |