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 | $352,368 | $148,534+137.2% | $135,903+159.3% | $139,434+152.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.06% | 79.19%-66.1pp | 68.23%-55.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,762 | $5,243-47.3% | $4,856-43.1% | $4,751-41.9% |
| Participant deferral / active EE | $12,594 | $8,100+55.5% | $7,758+62.3% | $6,710+87.7% |
| Admin fee / account holder | $3,606 | $12,400-70.9% | $10,762-66.5% | $11,403-68.4% |