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 | $258,895 | $197,591+31.0% | $177,821+45.6% | $158,922+62.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 125.57% | 58.76%+66.8pp | 48.32%+77.2pp | 302.83%-177.3pp |
| Employer contribution / active EE | $1,612 | $6,697-75.9% | $5,918-72.8% | $4,761-66.1% |
| Participant deferral / active EE | $9,292 | $8,405+10.6% | $7,714+20.5% | $5,982+55.3% |
| Admin fee / account holder | $3,011 | $15,399-80.4% | $12,427-75.8% | $11,246-73.2% |