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 | $287,537 | $109,327+163.0% | $89,391+221.7% | $158,922+80.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 24.87% | 345.68%-320.8pp | 245.62%-220.7pp | 302.83%-278.0pp |
| Employer contribution / active EE | $3,550 | $3,170+12.0% | $2,586+37.3% | $4,761-25.4% |
| Participant deferral / active EE | $7,746 | $4,598+68.5% | $3,890+99.1% | $5,982+29.5% |
| Admin fee / account holder | $2,594 | $6,153-57.8% | $4,881-46.9% | $11,246-76.9% |