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 | $342,918 | $94,752+261.9% | $112,887+203.8% | $139,434+145.9% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 15.77% | 40.88%-25.1pp | 34.10%-18.3pp | 372.94%-357.2pp |
| Employer contribution / active EE | $4,242 | $4,625-8.3% | $4,563-7.0% | $4,751-10.7% |
| Participant deferral / active EE | $8,410 | $6,512+29.1% | $6,513+29.1% | $6,710+25.3% |
| Admin fee / account holder | $29,988 | $8,527+251.7% | $7,047+325.5% | $11,403+163.0% |