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 4-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 | $372,842 | $159,602+133.6% | $150,045+148.5% | $142,382+161.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.90% | 70.24%-49.3pp | 62.55%-41.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $4,477 | $4,961-9.8% | $4,693-4.6% | $4,299+4.1% |
| Participant deferral / active EE | $18,338 | $8,310+120.7% | $7,997+129.3% | $6,507+181.8% |
| Admin fee / account holder | $1,881 | $14,846-87.3% | $13,435-86.0% | $12,624-85.1% |