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 | $420,056 | $133,922+213.7% | $116,228+261.4% | $142,382+195.0% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.6%+3.2pp | 80.1%-2.3pp |
| Annual return | 12.49% | 147.76%-135.3pp | 90.06%-77.6pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,477 | $3,446-57.1% | $2,994-50.7% | $4,299-65.6% |
| Participant deferral / active EE | $4,914 | $5,672-13.4% | $4,953-0.8% | $6,507-24.5% |
| Admin fee / account holder | $2,005 | $14,945-86.6% | $11,989-83.3% | $12,624-84.1% |