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 | $349,761 | $105,126+232.7% | $94,646+269.5% | $139,434+150.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.99% | 38.03%-25.0pp | 156.71%-143.7pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,606 | $4,106-60.9% | $3,672-56.3% | $4,751-66.2% |
| Participant deferral / active EE | $11,834 | $7,599+55.7% | $7,418+59.5% | $6,710+76.4% |
| Admin fee / account holder | $55,035 | $8,984+512.6% | $7,231+661.1% | $11,403+382.7% |