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 | $367,021 | $176,377+108.1% | $134,143+173.6% | $158,922+130.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 18.75% | 63.63%-44.9pp | 36.33%-17.6pp | 302.83%-284.1pp |
| Employer contribution / active EE | $4,920 | $5,040-2.4% | $3,704+32.8% | $4,761+3.3% |
| Participant deferral / active EE | $8,867 | $4,091+116.7% | $3,499+153.4% | $5,982+48.2% |
| Admin fee / account holder | $8,959 | $8,718+2.8% | $6,684+34.0% | $11,246-20.3% |