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 | $319,801 | $168,632+89.6% | $147,614+116.6% | $125,391+155.0% |
| Participation rate | 89.5% | 88.8%+0.7pp | 84.6%+4.9pp | 83.2%+6.3pp |
| Annual return | 10.00% | 77.65%-67.6pp | 61.98%-52.0pp | 282.22%-272.2pp |
| Employer contribution / active EE | $2,432 | $6,252-61.1% | $5,564-56.3% | $4,866-50.0% |
| Participant deferral / active EE | $3,585 | $5,507-34.9% | $4,895-26.8% | $5,352-33.0% |
| Admin fee / account holder | $5,473 | $13,580-59.7% | $11,611-52.9% | $9,540-42.6% |