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 | $252,199 | $124,319+102.9% | $111,297+126.6% | $167,490+50.6% |
| Participation rate | 95.2% | 79.6%+15.6pp | 77.3%+17.9pp | 82.1%+13.1pp |
| Annual return | 13.55% | 37.44%-23.9pp | 54.65%-41.1pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,868 | $3,435-16.5% | $2,731+5.0% | $4,837-40.7% |
| Participant deferral / active EE | $6,062 | $5,180+17.0% | $4,487+35.1% | $6,341-4.4% |
| Admin fee / account holder | $667 | $10,618-93.7% | $7,964-91.6% | $12,309-94.6% |