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 | $333,444 | $154,117+116.4% | $129,995+156.5% | $139,434+139.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.25% | 32.48%-11.2pp | -137.18%+158.4pp | 372.94%-351.7pp |
| Employer contribution / active EE | $5,481 | $5,289+3.6% | $4,320+26.9% | $4,751+15.4% |
| Participant deferral / active EE | $7,642 | $6,710+13.9% | $5,820+31.3% | $6,710+13.9% |
| Admin fee / account holder | $13,169 | $14,007-6.0% | $10,614+24.1% | $11,403+15.5% |