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 | $264,895 | $110,261+140.2% | $95,745+176.7% | $139,434+90.0% |
| Participation rate | 87.5% | 75.8%+11.7pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 11.87% | 27.11%-15.2pp | 28.35%-16.5pp | 372.94%-361.1pp |
| Employer contribution / active EE | $2,156 | $3,257-33.8% | $2,835-23.9% | $4,751-54.6% |
| Participant deferral / active EE | $4,314 | $4,676-7.7% | $4,245+1.6% | $6,710-35.7% |
| Admin fee / account holder | $36,769 | $6,613+456.0% | $5,678+547.6% | $11,403+222.5% |