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 8-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 | $284,680 | $148,534+91.7% | $135,903+109.5% | $139,434+104.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 14.77% | 79.19%-64.4pp | 68.23%-53.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,472 | $5,243-71.9% | $4,856-69.7% | $4,751-69.0% |
| Participant deferral / active EE | $4,001 | $8,100-50.6% | $7,758-48.4% | $6,710-40.4% |
| Admin fee / account holder | $680 | $12,400-94.5% | $10,762-93.7% | $11,403-94.0% |