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 | $288,406 | $176,056+63.8% | $159,436+80.9% | $167,490+72.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.84% | 331.75%-311.9pp | 263.57%-243.7pp | 478.56%-458.7pp |
| Employer contribution / active EE | $1,757 | $5,297-66.8% | $4,829-63.6% | $4,837-63.7% |
| Participant deferral / active EE | $8,149 | $7,750+5.1% | $7,352+10.8% | $6,341+28.5% |
| Admin fee / account holder | $1,092 | $12,554-91.3% | $10,799-89.9% | $12,309-91.1% |