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 | $268,119 | $133,922+100.2% | $116,228+130.7% | $142,382+88.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.22% | 147.76%-133.5pp | 90.06%-75.8pp | 217.08%-202.9pp |
| Employer contribution / active EE | $7,385 | $3,446+114.3% | $2,994+146.6% | $4,299+71.8% |
| Participant deferral / active EE | $8,610 | $5,672+51.8% | $4,953+73.8% | $6,507+32.3% |
| Admin fee / account holder | $6,495 | $14,945-56.5% | $11,989-45.8% | $12,624-48.6% |