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 | $289,247 | $177,572+62.9% | $154,803+86.8% | $142,382+103.1% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 14.77% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,329 | $4,810-10.0% | $4,305+0.6% | $4,299+0.7% |
| Participant deferral / active EE | $11,555 | $6,272+84.2% | $5,540+108.6% | $6,507+77.6% |
| Admin fee / account holder | $69,713 | $16,786+315.3% | $14,329+386.5% | $12,624+452.2% |