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 | $270,795 | $217,402+24.6% | $185,823+45.7% | $167,490+61.7% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 13.82% | 148.36%-134.5pp | 122.05%-108.2pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,411 | $5,873-76.0% | $5,167-72.7% | $4,837-70.8% |
| Participant deferral / active EE | $3,746 | $6,356-41.1% | $5,568-32.7% | $6,341-40.9% |
| Admin fee / account holder | $3,093 | $19,811-84.4% | $16,237-80.9% | $12,309-74.9% |