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 10-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 | $338,087 | $185,822+81.9% | $169,993+98.9% | $139,434+142.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.32% | 60.50%-48.2pp | 53.37%-41.1pp | 372.94%-360.6pp |
| Employer contribution / active EE | $7,193 | $7,590-5.2% | $6,785+6.0% | $4,751+51.4% |
| Participant deferral / active EE | $8,182 | $11,622-29.6% | $10,408-21.4% | $6,710+21.9% |
| Admin fee / account holder | $5,538 | $15,381-64.0% | $12,815-56.8% | $11,403-51.4% |