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 | $351,810 | $175,202+100.8% | $149,673+135.1% | $139,434+152.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.85% | 166.71%-151.9pp | 134.42%-119.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $8,210 | $5,474+50.0% | $4,818+70.4% | $4,751+72.8% |
| Participant deferral / active EE | $5,158 | $6,519-20.9% | $5,680-9.2% | $6,710-23.1% |
| Admin fee / account holder | $1,767 | $16,150-89.1% | $13,210-86.6% | $11,403-84.5% |