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 | $290,210 | $148,534+95.4% | $135,903+113.5% | $139,434+108.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.25% | 79.19%-66.9pp | 68.23%-56.0pp | 372.94%-360.7pp |
| Employer contribution / active EE | $3,920 | $5,243-25.2% | $4,856-19.3% | $4,751-17.5% |
| Participant deferral / active EE | $3,483 | $8,100-57.0% | $7,758-55.1% | $6,710-48.1% |
| Admin fee / account holder | $1,728 | $12,400-86.1% | $10,762-83.9% | $11,403-84.8% |