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 | $291,762 | $159,602+82.8% | $150,045+94.4% | $142,382+104.9% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.3%+0.3pp | 80.1%+2.5pp |
| Annual return | 14.50% | 70.24%-55.7pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $4,731 | $4,961-4.6% | $4,693+0.8% | $4,299+10.0% |
| Participant deferral / active EE | $7,467 | $8,310-10.1% | $7,997-6.6% | $6,507+14.8% |
| Admin fee / account holder | $24,000 | $14,846+61.7% | $13,435+78.6% | $12,624+90.1% |