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 | $252,197 | $209,411+20.4% | $178,490+41.3% | $158,922+58.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.96% | 188.75%-176.8pp | 151.07%-139.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $2,371 | $5,706-58.5% | $5,011-52.7% | $4,761-50.2% |
| Participant deferral / active EE | $3,351 | $5,954-43.7% | $5,202-35.6% | $5,982-44.0% |
| Admin fee / account holder | $17,797 | $17,074+4.2% | $13,984+27.3% | $11,246+58.3% |