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 | $269,177 | $111,754+140.9% | $103,333+160.5% | $145,922+84.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.49% | 24.77%-11.3pp | 24.88%-11.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,163 | $4,212-24.9% | $3,868-18.2% | $4,660-32.1% |
| Participant deferral / active EE | $8,309 | $5,619+47.9% | $5,057+64.3% | $6,688+24.2% |
| Admin fee / account holder | $2,060 | $9,750-78.9% | $8,355-75.3% | $13,397-84.6% |