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 | $263,913 | $209,411+26.0% | $178,490+47.9% | $158,922+66.1% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 13.91% | 188.75%-174.8pp | 151.07%-137.2pp | 302.83%-288.9pp |
| Employer contribution / active EE | $3,336 | $5,706-41.5% | $5,011-33.4% | $4,761-29.9% |
| Participant deferral / active EE | $16,006 | $5,954+168.8% | $5,202+207.7% | $5,982+167.6% |
| Admin fee / account holder | $5,698 | $17,074-66.6% | $13,984-59.3% | $11,246-49.3% |