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 | $324,287 | $100,773+221.8% | $88,946+264.6% | $142,382+127.8% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 31.71% | 70.18%-38.5pp | 57.82%-26.1pp | 217.08%-185.4pp |
| Employer contribution / active EE | $9,717 | $2,918+233.0% | $2,555+280.3% | $4,299+126.0% |
| Participant deferral / active EE | $7,790 | $5,230+48.9% | $4,581+70.0% | $6,507+19.7% |
| Admin fee / account holder | $713 | $9,693-92.6% | $8,261-91.4% | $12,624-94.3% |