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 | $430,327 | $228,332+88.5% | $185,823+131.6% | $158,922+170.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.04% | 40.80%-19.8pp | 35.95%-14.9pp | 302.83%-281.8pp |
| Employer contribution / active EE | $3,092 | $4,967-37.7% | $4,087-24.3% | $4,761-35.0% |
| Participant deferral / active EE | $7,482 | $6,415+16.6% | $5,632+32.8% | $5,982+25.1% |
| Admin fee / account holder | $32,532 | $11,864+174.2% | $9,500+242.4% | $11,246+189.3% |