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 | $319,116 | $159,901+99.6% | $146,958+117.1% | $145,922+118.7% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 12.24% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $4,162 | $5,286-21.3% | $4,933-15.6% | $4,660-10.7% |
| Participant deferral / active EE | $12,211 | $8,428+44.9% | $8,070+51.3% | $6,688+82.6% |
| Admin fee / account holder | $12,597 | $15,044-16.3% | $12,998-3.1% | $13,397-6.0% |