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 | $379,573 | $167,484+126.6% | $151,611+150.4% | $134,475+182.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 53.09% | 7.80%+45.3pp | 3.33%+49.8pp | 417.96%-364.9pp |
| Employer contribution / active EE | $6,554 | $6,829-4.0% | $6,166+6.3% | $4,740+38.3% |
| Participant deferral / active EE | $14,152 | $8,986+57.5% | $8,363+69.2% | $6,400+121.1% |
| Admin fee / account holder | $970 | $13,783-93.0% | $11,616-91.6% | $11,426-91.5% |