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 8-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 | $275,794 | $159,602+72.8% | $150,045+83.8% | $142,382+93.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 18.45% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,422 | $4,961-31.0% | $4,693-27.1% | $4,299-20.4% |
| Participant deferral / active EE | $15,190 | $8,310+82.8% | $7,997+89.9% | $6,507+133.4% |
| Admin fee / account holder | $1,643 | $14,846-88.9% | $13,435-87.8% | $12,624-87.0% |