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 | $401,423 | $126,574+217.1% | $106,213+277.9% | $145,922+175.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.36% | 224.79%-215.4pp | 116.14%-106.8pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,671 | $3,730-55.2% | $3,171-47.3% | $4,660-64.1% |
| Participant deferral / active EE | $7,857 | $5,724+37.3% | $5,016+56.6% | $6,688+17.5% |
| Admin fee / account holder | $21,825 | $17,304+26.1% | $11,033+97.8% | $13,397+62.9% |