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 | $341,764 | $176,056+94.1% | $159,436+114.4% | $167,490+104.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.86% | 331.75%-315.9pp | 263.57%-247.7pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,809 | $5,297-65.9% | $4,829-62.6% | $4,837-62.6% |
| Participant deferral / active EE | $5,706 | $7,750-26.4% | $7,352-22.4% | $6,341-10.0% |
| Admin fee / account holder | $2,281 | $12,554-81.8% | $10,799-78.9% | $12,309-81.5% |