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 | $333,251 | $103,376+222.4% | $87,100+282.6% | $152,861+118.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 16.04% | 28.10%-12.1pp | 28.19%-12.1pp | 345.32%-329.3pp |
| Employer contribution / active EE | $3,638 | $3,220+13.0% | $2,521+44.3% | $4,762-23.6% |
| Participant deferral / active EE | $2,409 | $4,778-49.6% | $4,049-40.5% | $5,850-58.8% |
| Admin fee / account holder | $1,385 | $12,205-88.6% | $7,497-81.5% | $11,596-88.1% |