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 | $400,417 | $177,572+125.5% | $154,803+158.7% | $142,382+181.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 13.39% | 65.07%-51.7pp | 58.88%-45.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $25,433 | $4,810+428.7% | $4,305+490.7% | $4,299+491.6% |
| Participant deferral / active EE | $17,733 | $6,272+182.8% | $5,540+220.1% | $6,507+172.5% |
| Admin fee / account holder | $20,531 | $16,786+22.3% | $14,329+43.3% | $12,624+62.6% |