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 | $299,533 | $176,377+69.8% | $134,143+123.3% | $158,922+88.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 7.85% | 63.63%-55.8pp | 36.33%-28.5pp | 302.83%-295.0pp |
| Employer contribution / active EE | $798 | $5,040-84.2% | $3,704-78.5% | $4,761-83.2% |
| Participant deferral / active EE | $9,750 | $4,091+138.3% | $3,499+178.7% | $5,982+63.0% |
| Admin fee / account holder | $2,442 | $8,718-72.0% | $6,684-63.5% | $11,246-78.3% |