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 | $370,134 | $108,919+239.8% | $100,391+268.7% | $145,922+153.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 25.38% | 57.88%-32.5pp | 49.20%-23.8pp | 561.29%-535.9pp |
| Employer contribution / active EE | $1,361 | $4,419-69.2% | $3,942-65.5% | $4,660-70.8% |
| Participant deferral / active EE | $4,442 | $8,445-47.4% | $8,082-45.0% | $6,688-33.6% |
| Admin fee / account holder | $34,540 | $9,689+256.5% | $7,899+337.3% | $13,397+157.8% |