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 | $270,869 | $239,571+13.1% | $183,328+47.8% | $137,256+97.3% |
| Participation rate | 0.0% | 82.4%-82.4pp | 77.3%-77.3pp | 80.0%-80.0pp |
| Annual return | 12.04% | 35.69%-23.6pp | 29.67%-17.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $0 | $6,148-100.0% | $5,055-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $7,995-100.0% | $6,795-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,832 | $30,059-90.6% | $21,427-86.8% | $12,270-76.9% |