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 | $395,548 | $198,466+99.3% | $170,442+132.1% | $147,584+168.0% |
| Participation rate | 73.3% | 88.0%-14.6pp | 83.6%-10.3pp | 82.8%-9.5pp |
| Annual return | 13.53% | 257.29%-243.8pp | 205.93%-192.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,411 | $6,184-61.0% | $5,433-55.6% | $4,876-50.6% |
| Participant deferral / active EE | $5,898 | $5,629+4.8% | $4,939+19.4% | $5,439+8.5% |
| Admin fee / account holder | $1,867 | $16,852-88.9% | $13,880-86.6% | $10,885-82.9% |