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 | $264,410 | $159,602+65.7% | $150,045+76.2% | $142,382+85.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.85% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $8,185 | $4,961+65.0% | $4,693+74.4% | $4,299+90.4% |
| Participant deferral / active EE | $10,951 | $8,310+31.8% | $7,997+36.9% | $6,507+68.3% |
| Admin fee / account holder | $1,302 | $14,846-91.2% | $13,435-90.3% | $12,624-89.7% |