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 5-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 | $259,911 | $124,425+108.9% | $112,040+132.0% | $137,256+89.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.57% | 24.72%-10.1pp | 24.52%-10.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,100 | $3,411-38.4% | $2,954-28.9% | $4,156-49.5% |
| Participant deferral / active EE | $29,521 | $5,718+416.2% | $5,098+479.1% | $6,407+360.8% |
| Admin fee / account holder | $3,749 | $15,207-75.3% | $12,098-69.0% | $12,270-69.5% |