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 | $412,252 | $137,414+200.0% | $189,513+117.5% | $85,850+380.2% |
| Participation rate | 94.3% | 84.6%+9.7pp | 87.8%+6.5pp | 69.3%+25.0pp |
| Annual return | 13.10% | 38.14%-25.0pp | 555.15%-542.0pp | 318.53%-305.4pp |
| Employer contribution / active EE | $3,207 | $4,344-26.2% | $6,162-47.9% | $2,565+25.0% |
| Participant deferral / active EE | $17,365 | $6,260+177.4% | $8,221+111.2% | $3,952+339.4% |
| Admin fee / account holder | $13,292 | $8,630+54.0% | $12,045+10.4% | $6,260+112.3% |