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 | $357,263 | $126,574+182.3% | $106,213+236.4% | $145,922+144.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.91% | 224.79%-209.9pp | 116.14%-101.2pp | 561.29%-546.4pp |
| Employer contribution / active EE | $4,373 | $3,730+17.2% | $3,171+37.9% | $4,660-6.1% |
| Participant deferral / active EE | $9,413 | $5,724+64.5% | $5,016+87.7% | $6,688+40.7% |
| Admin fee / account holder | $10,529 | $17,304-39.2% | $11,033-4.6% | $13,397-21.4% |