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 6-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 | $325,117 | $185,822+75.0% | $169,993+91.3% | $139,434+133.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.59% | 60.50%-40.9pp | 53.37%-33.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $2,534 | $7,590-66.6% | $6,785-62.7% | $4,751-46.7% |
| Participant deferral / active EE | $10,083 | $11,622-13.2% | $10,408-3.1% | $6,710+50.3% |
| Admin fee / account holder | $978 | $15,381-93.6% | $12,815-92.4% | $11,403-91.4% |