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 | $254,018 | $148,534+71.0% | $135,903+86.9% | $139,434+82.2% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 17.67% | 79.19%-61.5pp | 68.23%-50.6pp | 372.94%-355.3pp |
| Employer contribution / active EE | $5,942 | $5,243+13.3% | $4,856+22.4% | $4,751+25.1% |
| Participant deferral / active EE | $4,146 | $8,100-48.8% | $7,758-46.6% | $6,710-38.2% |
| Admin fee / account holder | $11,721 | $12,400-5.5% | $10,762+8.9% | $11,403+2.8% |