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 | $382,719 | $197,591+93.7% | $177,821+115.2% | $158,922+140.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.03% | 58.76%-45.7pp | 48.32%-35.3pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,561 | $6,697-61.8% | $5,918-56.7% | $4,761-46.2% |
| Participant deferral / active EE | $7,684 | $8,405-8.6% | $7,714-0.4% | $5,982+28.5% |
| Admin fee / account holder | $115,865 | $15,399+652.4% | $12,427+832.3% | $11,246+930.3% |