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 | $254,974 | $110,094+131.6% | $151,611+68.2% | $68,494+272.3% |
| Participation rate | 96.9% | 84.0%+13.0pp | 87.5%+9.4pp | 67.9%+29.0pp |
| Annual return | 30.43% | -10.12%+40.5pp | 3.33%+27.1pp | -7.84%+38.3pp |
| Employer contribution / active EE | $4,000 | $4,471-10.5% | $6,166-35.1% | $2,596+54.1% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,706 | $7,719-39.0% | $11,616-59.5% | $5,403-12.9% |