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 7-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 | $309,829 | $154,117+101.0% | $129,995+138.3% | $139,434+122.2% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 16.55% | 32.48%-15.9pp | -137.18%+153.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,799 | $5,289-47.1% | $4,320-35.2% | $4,751-41.1% |
| Participant deferral / active EE | $8,255 | $6,710+23.0% | $5,820+41.8% | $6,710+23.0% |
| Admin fee / account holder | $14,314 | $14,007+2.2% | $10,614+34.9% | $11,403+25.5% |