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 | $345,055 | $179,726+92.0% | $156,263+120.8% | $142,382+142.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.73% | 77.86%-62.1pp | 59.47%-43.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,875 | $5,069-3.8% | $4,333+12.5% | $4,299+13.4% |
| Participant deferral / active EE | $10,665 | $6,956+53.3% | $6,158+73.2% | $6,507+63.9% |
| Admin fee / account holder | $4,220 | $17,272-75.6% | $14,255-70.4% | $12,624-66.6% |