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 | $317,406 | $96,305+229.6% | $80,569+294.0% | $139,434+127.6% |
| Participation rate | 73.7% | 73.6%+0.1pp | 67.0%+6.7pp | 80.3%-6.6pp |
| Annual return | 20.57% | 1350.08%-1329.5pp | 935.43%-914.9pp | 372.94%-352.4pp |
| Employer contribution / active EE | $3,435 | $3,262+5.3% | $2,723+26.1% | $4,751-27.7% |
| Participant deferral / active EE | $6,911 | $5,232+32.1% | $4,447+55.4% | $6,710+3.0% |
| Admin fee / account holder | $2,228 | $6,599-66.2% | $5,377-58.6% | $11,403-80.5% |