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 | $260,608 | $179,726+45.0% | $156,263+66.8% | $142,382+83.0% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.9%+2.3pp | 80.1%+1.1pp |
| Annual return | 14.36% | 77.86%-63.5pp | 59.47%-45.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,836 | $5,069-44.1% | $4,333-34.6% | $4,299-34.0% |
| Participant deferral / active EE | $7,241 | $6,956+4.1% | $6,158+17.6% | $6,507+11.3% |
| Admin fee / account holder | $3,257 | $17,272-81.1% | $14,255-77.2% | $12,624-74.2% |