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 | $311,332 | $124,281+150.5% | $109,143+185.3% | $167,490+85.9% |
| Participation rate | 82.6% | 79.4%+3.2pp | 75.9%+6.7pp | 82.1%+0.5pp |
| Annual return | 16.71% | 26.04%-9.3pp | 25.75%-9.0pp | 478.56%-461.9pp |
| Employer contribution / active EE | $1,358 | $4,207-67.7% | $3,722-63.5% | $4,837-71.9% |
| Participant deferral / active EE | $7,712 | $5,255+46.8% | $4,653+65.7% | $6,341+21.6% |
| Admin fee / account holder | $4,124 | $7,970-48.3% | $6,752-38.9% | $12,309-66.5% |