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 | $262,976 | $159,934+64.4% | $147,005+78.9% | $145,959+80.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.59% | 98.24%-84.6pp | 418.76%-405.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $2,242 | $5,287-57.6% | $4,934-54.6% | $4,661-51.9% |
| Participant deferral / active EE | $4,484 | $8,427-46.8% | $8,070-44.4% | $6,689-33.0% |
| Admin fee / account holder | $6,440 | $15,053-57.2% | $13,006-50.5% | $13,398-51.9% |