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 6-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 | $259,570 | $76,000+241.5% | $154,107+68.4% | $64,186+304.4% |
| Participation rate | 98.1% | 70.4%+27.7pp | 83.0%+15.1pp | 69.6%+28.5pp |
| Annual return | 4.38% | 30.32%-25.9pp | 735.12%-730.7pp | 7.63%-3.2pp |
| Employer contribution / active EE | $4,672 | $3,351+39.4% | $5,298-11.8% | $2,381+96.2% |
| Participant deferral / active EE | $4,208 | $3,175+32.5% | $5,081-17.2% | $3,470+21.3% |
| Admin fee / account holder | $5,996 | $5,596+7.1% | $13,411-55.3% | $4,888+22.7% |