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 8-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 | $283,578 | $91,552+209.7% | $133,956+111.7% | $79,858+255.1% |
| Participation rate | 89.3% | 73.3%+15.9pp | 79.8%+9.4pp | 69.6%+19.7pp |
| Annual return | 18.75% | 61.85%-43.1pp | 45.09%-26.3pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,832 | $2,384+18.8% | $3,919-27.7% | $2,471+14.6% |
| Participant deferral / active EE | $5,816 | $3,733+55.8% | $5,048+15.2% | $3,740+55.5% |
| Admin fee / account holder | $2,325 | $6,321-63.2% | $8,927-74.0% | $5,306-56.2% |