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 | $287,886 | $177,572+62.1% | $154,803+86.0% | $142,382+102.2% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 13.68% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $4,737 | $4,810-1.5% | $4,305+10.0% | $4,299+10.2% |
| Participant deferral / active EE | $11,226 | $6,272+79.0% | $5,540+102.6% | $6,507+72.5% |
| Admin fee / account holder | $67,829 | $16,786+304.1% | $14,329+373.4% | $12,624+437.3% |