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 | $284,217 | $73,933+284.4% | $96,683+194.0% | $75,163+278.1% |
| Participation rate | 82.8% | 66.4%+16.3pp | 74.3%+8.4pp | 67.2%+15.6pp |
| Annual return | 16.56% | 26.70%-10.1pp | 35.69%-19.1pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,569 | $2,928-46.4% | $3,737-58.0% | $2,670-41.2% |
| Participant deferral / active EE | $8,307 | $3,659+127.1% | $4,878+70.3% | $4,125+101.4% |
| Admin fee / account holder | $2,092 | $5,216-59.9% | $6,730-68.9% | $5,651-63.0% |