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 | $260,793 | $177,572+46.9% | $154,803+68.5% | $142,382+83.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.87% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $4,474 | $4,810-7.0% | $4,305+3.9% | $4,299+4.1% |
| Participant deferral / active EE | $5,532 | $6,272-11.8% | $5,540-0.1% | $6,507-15.0% |
| Admin fee / account holder | $1,624 | $16,786-90.3% | $14,329-88.7% | $12,624-87.1% |