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 | $296,774 | $185,822+59.7% | $169,993+74.6% | $139,434+112.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.39% | 60.50%-42.1pp | 53.37%-35.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,644 | $7,590-65.2% | $6,785-61.0% | $4,751-44.3% |
| Participant deferral / active EE | $10,844 | $11,622-6.7% | $10,408+4.2% | $6,710+61.6% |
| Admin fee / account holder | $21,292 | $15,381+38.4% | $12,815+66.1% | $11,403+86.7% |