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 | $418,163 | $157,256+165.9% | $141,162+196.2% | $152,861+173.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.95% | 64.32%-46.4pp | 71.39%-53.4pp | 345.32%-327.4pp |
| Employer contribution / active EE | $4,198 | $5,261-20.2% | $4,735-11.3% | $4,762-11.9% |
| Participant deferral / active EE | $12,037 | $7,109+69.3% | $6,709+79.4% | $5,850+105.8% |
| Admin fee / account holder | $8,357 | $12,120-31.0% | $10,261-18.6% | $11,596-27.9% |