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 | $263,088 | $149,734+75.7% | $118,925+121.2% | $158,922+65.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.58% | 19.95%-2.4pp | 35.88%-18.3pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,274 | $4,115-69.0% | $3,263-60.9% | $4,761-73.2% |
| Participant deferral / active EE | $6,266 | $5,223+20.0% | $4,265+46.9% | $5,982+4.7% |
| Admin fee / account holder | $308 | $8,603-96.4% | $6,581-95.3% | $11,246-97.3% |