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 | $340,995 | $100,923+237.9% | $150,045+127.3% | $74,304+358.9% |
| Participation rate | 92.4% | 70.1%+22.3pp | 82.3%+10.1pp | 60.3%+32.0pp |
| Annual return | 16.84% | 51.77%-34.9pp | 62.55%-45.7pp | 29.43%-12.6pp |
| Employer contribution / active EE | $9,327 | $3,463+169.3% | $4,693+98.7% | $2,241+316.1% |
| Participant deferral / active EE | $7,775 | $6,709+15.9% | $7,997-2.8% | $3,767+106.4% |
| Admin fee / account holder | $55,612 | $2,767+1909.9% | $13,435+313.9% | $2,969+1773.2% |