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 9-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 | $261,142 | $95,416+173.7% | $185,823+40.5% | $85,850+204.2% |
| Participation rate | 77.4% | 68.8%+8.7pp | 81.7%-4.3pp | 69.3%+8.1pp |
| Annual return | 25.85% | 23.59%+2.3pp | 122.05%-96.2pp | 318.53%-292.7pp |
| Employer contribution / active EE | $7,574 | $3,314+128.6% | $5,167+46.6% | $2,565+195.3% |
| Participant deferral / active EE | $2,334 | $3,423-31.8% | $5,568-58.1% | $3,952-40.9% |
| Admin fee / account holder | $1,422 | $7,213-80.3% | $16,237-91.2% | $6,260-77.3% |