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 | $322,889 | $102,966+213.6% | $90,281+257.6% | $152,861+111.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.75% | 95.16%-72.4pp | 78.10%-55.3pp | 345.32%-322.6pp |
| Employer contribution / active EE | $4,651 | $3,139+48.2% | $2,854+63.0% | $4,762-2.3% |
| Participant deferral / active EE | $10,795 | $4,281+152.1% | $3,885+177.8% | $5,850+84.5% |
| Admin fee / account holder | $818 | $6,171-86.7% | $5,351-84.7% | $11,596-92.9% |