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 | $330,954 | $111,754+196.1% | $103,333+220.3% | $145,922+126.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.23% | 24.77%-12.5pp | 24.88%-12.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,046 | $4,212-75.2% | $3,868-73.0% | $4,660-77.6% |
| Participant deferral / active EE | $9,089 | $5,619+61.8% | $5,057+79.7% | $6,688+35.9% |
| Admin fee / account holder | $6,544 | $9,750-32.9% | $8,355-21.7% | $13,397-51.2% |