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 | $255,444 | $172,478+48.1% | $145,661+75.4% | $142,382+79.4% |
| Participation rate | 70.6% | 80.1%-9.5pp | 77.2%-6.6pp | 80.1%-9.5pp |
| Annual return | 11.27% | 151.09%-139.8pp | 101.46%-90.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $10,062 | $8,348+20.5% | $7,198+39.8% | $6,507+54.6% |
| Admin fee / account holder | $9,801 | $16,864-41.9% | $12,466-21.4% | $12,624-22.4% |