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 | $341,268 | $105,998+222.0% | $92,233+270.0% | $147,584+131.2% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 11.79% | 50.05%-38.3pp | 176.28%-164.5pp | 578.55%-566.8pp |
| Employer contribution / active EE | $3,355 | $4,333-22.6% | $3,679-8.8% | $4,876-31.2% |
| Participant deferral / active EE | $9,504 | $4,478+112.3% | $3,897+143.9% | $5,439+74.8% |
| Admin fee / account holder | $17,758 | $6,332+180.4% | $5,194+241.9% | $10,885+63.1% |