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 | $300,586 | $115,770+159.6% | $101,248+196.9% | $158,922+89.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.42% | 56.14%-36.7pp | 46.47%-27.1pp | 302.83%-283.4pp |
| Employer contribution / active EE | $3,611 | $4,175-13.5% | $3,660-1.3% | $4,761-24.2% |
| Participant deferral / active EE | $8,470 | $4,957+70.9% | $4,370+93.8% | $5,982+41.6% |
| Admin fee / account holder | $3,870 | $7,245-46.6% | $5,945-34.9% | $11,246-65.6% |