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 | $303,521 | $118,919+155.2% | $88,538+242.8% | $152,861+98.6% |
| Participation rate | 95.7% | 73.4%+22.3pp | 68.7%+26.9pp | 82.4%+13.2pp |
| Annual return | 23.59% | 47.92%-24.3pp | 43.64%-20.1pp | 345.32%-321.7pp |
| Employer contribution / active EE | $3,090 | $2,669+15.8% | $2,098+47.3% | $4,762-35.1% |
| Participant deferral / active EE | $7,668 | $3,549+116.1% | $2,914+163.1% | $5,850+31.1% |
| Admin fee / account holder | $28,758 | $5,876+389.4% | $4,310+567.2% | $11,596+148.0% |