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 | $269,756 | $111,754+141.4% | $103,333+161.1% | $145,922+84.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 24.56% | 24.77%-0.2pp | 24.88%-0.3pp | 561.29%-536.7pp |
| Employer contribution / active EE | $4,063 | $4,212-3.6% | $3,868+5.0% | $4,660-12.8% |
| Participant deferral / active EE | $13,220 | $5,619+135.3% | $5,057+161.4% | $6,688+97.7% |
| Admin fee / account holder | $29,726 | $9,750+204.9% | $8,355+255.8% | $13,397+121.9% |