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 7-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 | $280,981 | $214,378+31.1% | $200,582+40.1% | $142,382+97.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 16.23% | 46.41%-30.2pp | 42.33%-26.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,082 | $6,841-69.6% | $6,419-67.6% | $4,299-51.6% |
| Participant deferral / active EE | $3,373 | $9,865-65.8% | $9,331-63.9% | $6,507-48.2% |
| Admin fee / account holder | $1,877 | $17,692-89.4% | $16,305-88.5% | $12,624-85.1% |