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 | $295,486 | $202,432+46.0% | $169,368+74.5% | $139,434+111.9% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.1%+0.6pp | 80.3%-2.5pp |
| Annual return | 13.53% | 531.74%-518.2pp | 405.60%-392.1pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,754 | $4,692-62.6% | $4,013-56.3% | $4,751-63.1% |
| Participant deferral / active EE | $1,956 | $6,938-71.8% | $6,221-68.6% | $6,710-70.9% |
| Admin fee / account holder | $1,835 | $10,708-82.9% | $9,003-79.6% | $11,403-83.9% |