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 | $259,900 | $175,202+48.3% | $149,673+73.6% | $139,434+86.4% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 12.80% | 166.71%-153.9pp | 134.42%-121.6pp | 372.94%-360.1pp |
| Employer contribution / active EE | $4,672 | $5,474-14.7% | $4,818-3.0% | $4,751-1.7% |
| Participant deferral / active EE | $13,455 | $6,519+106.4% | $5,680+136.9% | $6,710+100.5% |
| Admin fee / account holder | $5,093 | $16,150-68.5% | $13,210-61.4% | $11,403-55.3% |