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 | $424,414 | $148,534+185.7% | $135,903+212.3% | $139,434+204.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 37.03% | 79.19%-42.2pp | 68.23%-31.2pp | 372.94%-335.9pp |
| Employer contribution / active EE | $2,314 | $5,243-55.9% | $4,856-52.4% | $4,751-51.3% |
| Participant deferral / active EE | $14,032 | $8,100+73.2% | $7,758+80.9% | $6,710+109.1% |
| Admin fee / account holder | $3,848 | $12,400-69.0% | $10,762-64.2% | $11,403-66.3% |