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 | $250,064 | $137,414+82.0% | $189,513+32.0% | $85,850+191.3% |
| Participation rate | 86.5% | 84.6%+1.9pp | 87.8%-1.3pp | 69.3%+17.2pp |
| Annual return | 17.55% | 38.14%-20.6pp | 555.15%-537.6pp | 318.53%-301.0pp |
| Employer contribution / active EE | $2,695 | $4,344-38.0% | $6,162-56.3% | $2,565+5.1% |
| Participant deferral / active EE | $5,969 | $6,260-4.6% | $8,221-27.4% | $3,952+51.0% |
| Admin fee / account holder | $1,304 | $8,630-84.9% | $12,045-89.2% | $6,260-79.2% |