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 | $332,931 | $127,065+162.0% | $113,168+194.2% | $142,382+133.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.09% | 24.03%-11.9pp | 24.27%-12.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,320 | $3,442-61.7% | $2,975-55.6% | $4,299-69.3% |
| Participant deferral / active EE | $7,084 | $5,716+23.9% | $5,107+38.7% | $6,507+8.9% |
| Admin fee / account holder | $6,116 | $15,736-61.1% | $12,068-49.3% | $12,624-51.6% |