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 | $291,527 | $95,416+205.5% | $185,823+56.9% | $85,850+239.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.28% | 23.59%-10.3pp | 122.05%-108.8pp | 318.53%-305.3pp |
| Employer contribution / active EE | $2,222 | $3,314-32.9% | $5,167-57.0% | $2,565-13.4% |
| Participant deferral / active EE | $5,349 | $3,423+56.3% | $5,568-3.9% | $3,952+35.4% |
| Admin fee / account holder | $5,209 | $7,213-27.8% | $16,237-67.9% | $6,260-16.8% |