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 | $264,247 | $159,602+65.6% | $150,045+76.1% | $142,382+85.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 19.63% | 70.24%-50.6pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $3,092 | $4,961-37.7% | $4,693-34.1% | $4,299-28.1% |
| Participant deferral / active EE | $4,040 | $8,310-51.4% | $7,997-49.5% | $6,507-37.9% |
| Admin fee / account holder | $5,746 | $14,846-61.3% | $13,435-57.2% | $12,624-54.5% |