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 | $265,883 | $183,963+44.5% | $162,163+64.0% | $152,861+73.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.54% | 150.76%-132.2pp | 115.59%-97.1pp | 345.32%-326.8pp |
| Employer contribution / active EE | $21,119 | $6,371+231.5% | $5,614+276.2% | $4,762+343.5% |
| Participant deferral / active EE | $16,078 | $8,034+100.1% | $7,298+120.3% | $5,850+174.8% |
| Admin fee / account holder | $4,963 | $13,121-62.2% | $10,843-54.2% | $11,596-57.2% |