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 | $338,981 | $76,000+346.0% | $154,107+120.0% | $64,186+428.1% |
| Participation rate | 96.0% | 70.4%+25.6pp | 83.0%+13.0pp | 69.6%+26.4pp |
| Annual return | -3.81% | 30.32%-34.1pp | 735.12%-738.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $3,015 | $3,351-10.0% | $5,298-43.1% | $2,381+26.6% |
| Participant deferral / active EE | $6,225 | $3,175+96.0% | $5,081+22.5% | $3,470+79.4% |
| Admin fee / account holder | $17,950 | $5,596+220.8% | $13,411+33.8% | $4,888+267.2% |