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 | $395,604 | $185,822+112.9% | $169,993+132.7% | $139,434+183.7% |
| Participation rate | 95.0% | 87.8%+7.2pp | 87.0%+8.0pp | 80.3%+14.7pp |
| Annual return | 19.40% | 60.50%-41.1pp | 53.37%-34.0pp | 372.94%-353.5pp |
| Employer contribution / active EE | $6,131 | $7,590-19.2% | $6,785-9.6% | $4,751+29.0% |
| Participant deferral / active EE | $29,808 | $11,622+156.5% | $10,408+186.4% | $6,710+344.2% |
| Admin fee / account holder | $584 | $15,381-96.2% | $12,815-95.4% | $11,403-94.9% |