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 | $433,533 | $108,919+298.0% | $100,391+331.8% | $145,922+197.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.28% | 57.88%-44.6pp | 49.20%-35.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,590 | $4,419-41.4% | $3,942-34.3% | $4,660-44.4% |
| Participant deferral / active EE | $13,537 | $8,445+60.3% | $8,082+67.5% | $6,688+102.4% |
| Admin fee / account holder | $3,972 | $9,689-59.0% | $7,899-49.7% | $13,397-70.4% |