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 6-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 | $338,053 | $185,822+81.9% | $169,993+98.9% | $139,434+142.4% |
| Participation rate | 78.6% | 87.8%-9.2pp | 87.0%-8.4pp | 80.3%-1.7pp |
| Annual return | 15.67% | 60.50%-44.8pp | 53.37%-37.7pp | 372.94%-357.3pp |
| Employer contribution / active EE | $5,614 | $7,590-26.0% | $6,785-17.3% | $4,751+18.2% |
| Participant deferral / active EE | $9,687 | $11,622-16.7% | $10,408-6.9% | $6,710+44.4% |
| Admin fee / account holder | $2,986 | $15,381-80.6% | $12,815-76.7% | $11,403-73.8% |