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 | $568,610 | $127,386+346.4% | $115,037+394.3% | $125,391+353.5% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -2.94% | 31.28%-34.2pp | 26.14%-29.1pp | 282.22%-285.2pp |
| Employer contribution / active EE | $6,119 | $5,166+18.5% | $4,608+32.8% | $4,866+25.8% |
| Participant deferral / active EE | $14,208 | $6,423+121.2% | $6,026+135.8% | $5,352+165.5% |
| Admin fee / account holder | $41,566 | $9,516+336.8% | $8,175+408.4% | $9,540+335.7% |