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 | $302,772 | $111,535+171.5% | $105,223+187.7% | $137,256+120.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 13.35% | 237.85%-224.5pp | 180.65%-167.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,438 | $3,939-63.5% | $3,689-61.0% | $4,156-65.4% |
| Participant deferral / active EE | $7,848 | $5,500+42.7% | $5,072+54.7% | $6,407+22.5% |
| Admin fee / account holder | $54,058 | $9,721+456.1% | $8,859+510.2% | $12,270+340.6% |