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 | $262,640 | $125,758+108.8% | $169,993+54.5% | $75,163+249.4% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.0%+10.4pp | 67.2%+30.2pp |
| Annual return | 20.16% | 27.20%-7.0pp | 53.37%-33.2pp | 160.62%-140.5pp |
| Employer contribution / active EE | $16,385 | $4,615+255.1% | $6,785+141.5% | $2,670+513.7% |
| Participant deferral / active EE | $21,779 | $6,837+218.5% | $10,408+109.3% | $4,125+428.0% |
| Admin fee / account holder | $796 | $8,173-90.3% | $12,815-93.8% | $5,651-85.9% |