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 | $329,163 | $176,056+87.0% | $159,436+106.5% | $167,490+96.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.62% | 331.75%-320.1pp | 263.57%-251.9pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,857 | $5,297-64.9% | $4,829-61.5% | $4,837-61.6% |
| Participant deferral / active EE | $6,836 | $7,750-11.8% | $7,352-7.0% | $6,341+7.8% |
| Admin fee / account holder | $1,696 | $12,554-86.5% | $10,799-84.3% | $12,309-86.2% |