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 9-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 | $257,923 | $71,050+263.0% | $93,606+175.5% | $80,856+219.0% |
| Participation rate | 78.8% | 60.4%+18.4pp | 68.7%+10.1pp | 67.6%+11.1pp |
| Annual return | 25.02% | 11.26%+13.8pp | 133.20%-108.2pp | 35.59%-10.6pp |
| Employer contribution / active EE | $2,962 | $1,564+89.4% | $2,420+22.4% | $2,755+7.5% |
| Participant deferral / active EE | $6,300 | $4,034+56.2% | $4,411+42.8% | $4,296+46.7% |
| Admin fee / account holder | $746 | $6,945-89.3% | $8,285-91.0% | $6,918-89.2% |