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 | $348,154 | $127,065+174.0% | $113,168+207.6% | $142,382+144.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.74% | 24.03%-9.3pp | 24.27%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,661 | $3,442-51.8% | $2,975-44.2% | $4,299-61.4% |
| Participant deferral / active EE | $4,017 | $5,716-29.7% | $5,107-21.3% | $6,507-38.3% |
| Admin fee / account holder | $5,021 | $15,736-68.1% | $12,068-58.4% | $12,624-60.2% |