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 6-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 | $354,382 | $163,101+117.3% | $136,749+159.1% | $142,382+148.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.98% | 27.54%-6.6pp | 24.33%-3.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,484 | $4,117-63.9% | $3,400-56.3% | $4,299-65.5% |
| Participant deferral / active EE | $19,681 | $5,585+252.4% | $4,692+319.5% | $6,507+202.5% |
| Admin fee / account holder | $1,629 | $14,318-88.6% | $11,386-85.7% | $12,624-87.1% |