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 | $264,183 | $115,770+128.2% | $101,248+160.9% | $158,922+66.2% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 12.97% | 56.14%-43.2pp | 46.47%-33.5pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,877 | $4,175-55.0% | $3,660-48.7% | $4,761-60.6% |
| Participant deferral / active EE | $3,999 | $4,957-19.3% | $4,370-8.5% | $5,982-33.1% |
| Admin fee / account holder | $1,970 | $7,245-72.8% | $5,945-66.9% | $11,246-82.5% |