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 | $540,460 | $98,750+447.3% | $149,696+261.0% | $79,858+576.8% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.5%+12.3pp | 69.6%+25.1pp |
| Annual return | 14.95% | 27.43%-12.5pp | 276.60%-261.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $7,633 | $3,216+137.3% | $4,644+64.3% | $2,471+208.9% |
| Participant deferral / active EE | $13,582 | $5,680+139.1% | $6,842+98.5% | $3,740+263.2% |
| Admin fee / account holder | $37,409 | $6,053+518.1% | $9,309+301.9% | $5,306+605.0% |