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 | $271,698 | $148,534+82.9% | $135,903+99.9% | $139,434+94.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.30% | 79.19%-62.9pp | 68.23%-51.9pp | 372.94%-356.6pp |
| Employer contribution / active EE | $3,410 | $5,243-35.0% | $4,856-29.8% | $4,751-28.2% |
| Participant deferral / active EE | $9,979 | $8,100+23.2% | $7,758+28.6% | $6,710+48.7% |
| Admin fee / account holder | $117,284 | $12,400+845.9% | $10,762+989.8% | $11,403+928.6% |