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 | $307,361 | $105,126+192.4% | $94,646+224.7% | $139,434+120.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.01% | 38.03%-21.0pp | 156.71%-139.7pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,186 | $4,106-46.8% | $3,672-40.5% | $4,751-54.0% |
| Participant deferral / active EE | $9,404 | $7,599+23.8% | $7,418+26.8% | $6,710+40.1% |
| Admin fee / account holder | $4,146 | $8,984-53.8% | $7,231-42.7% | $11,403-63.6% |