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 | $306,659 | $172,478+77.8% | $145,661+110.5% | $142,382+115.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 10.38% | 151.09%-140.7pp | 101.46%-91.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $4,047 | $4,899-17.4% | $4,238-4.5% | $4,299-5.9% |
| Participant deferral / active EE | $22,317 | $8,348+167.3% | $7,198+210.0% | $6,507+243.0% |
| Admin fee / account holder | $155,756 | $16,864+823.6% | $12,466+1149.4% | $12,624+1133.8% |