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 | $273,733 | $93,571+192.5% | $135,903+101.4% | $75,163+264.2% |
| Participation rate | 87.1% | 75.2%+11.9pp | 81.9%+5.2pp | 67.2%+19.9pp |
| Annual return | 17.90% | 30.90%-13.0pp | 68.23%-50.3pp | 160.62%-142.7pp |
| Employer contribution / active EE | $3,828 | $3,537+8.2% | $4,856-21.2% | $2,670+43.4% |
| Participant deferral / active EE | $9,400 | $6,404+46.8% | $7,758+21.2% | $4,125+127.9% |
| Admin fee / account holder | $1,577 | $6,975-77.4% | $10,762-85.3% | $5,651-72.1% |