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 | $343,596 | $183,519+87.2% | $155,509+120.9% | $145,922+135.5% |
| Participation rate | 73.7% | 82.7%-9.0pp | 78.2%-4.5pp | 80.3%-6.6pp |
| Annual return | 10.65% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,399 | $5,313-54.8% | $4,672-48.7% | $4,660-48.5% |
| Participant deferral / active EE | $9,482 | $6,462+46.7% | $5,626+68.5% | $6,688+41.8% |
| Admin fee / account holder | $16,496 | $19,313-14.6% | $15,912+3.7% | $13,397+23.1% |