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 7-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 | $346,851 | $100,773+244.2% | $88,946+290.0% | $142,382+143.6% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 13.51% | 70.18%-56.7pp | 57.82%-44.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,838 | $2,918-2.7% | $2,555+11.1% | $4,299-34.0% |
| Participant deferral / active EE | $8,289 | $5,230+58.5% | $4,581+80.9% | $6,507+27.4% |
| Admin fee / account holder | $11,682 | $9,693+20.5% | $8,261+41.4% | $12,624-7.5% |