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 | $279,142 | $97,744+185.6% | $103,476+169.8% | $145,922+91.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.96% | 25.41%-11.5pp | 23.90%-9.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $4,672 | $4,677-0.1% | $4,6720% | $4,660+0.3% |
| Participant deferral / active EE | $10,992 | $6,603+66.5% | $6,623+66.0% | $6,688+64.4% |
| Admin fee / account holder | $10,720 | $12,515-14.3% | $9,413+13.9% | $13,397-20.0% |