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 | $336,686 | $148,534+126.7% | $135,903+147.7% | $139,434+141.5% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 21.91% | 79.19%-57.3pp | 68.23%-46.3pp | 372.94%-351.0pp |
| Employer contribution / active EE | $2,347 | $5,243-55.2% | $4,856-51.7% | $4,751-50.6% |
| Participant deferral / active EE | $7,905 | $8,100-2.4% | $7,758+1.9% | $6,710+17.8% |
| Admin fee / account holder | $54,907 | $12,400+342.8% | $10,762+410.2% | $11,403+381.5% |