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 | $338,869 | $117,841+187.6% | $102,423+230.9% | $145,922+132.2% |
| Participation rate | 91.3% | 78.6%+12.7pp | 76.5%+14.8pp | 80.3%+11.0pp |
| Annual return | 20.86% | 31.65%-10.8pp | 29.32%-8.5pp | 561.29%-540.4pp |
| Employer contribution / active EE | $2,884 | $3,615-20.2% | $3,023-4.6% | $4,660-38.1% |
| Participant deferral / active EE | $3,741 | $5,731-34.7% | $5,053-26.0% | $6,688-44.1% |
| Admin fee / account holder | $3,911 | $13,326-70.7% | $9,451-58.6% | $13,397-70.8% |