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 | $549,595 | $90,503+507.3% | $78,689+598.4% | $273,961+100.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.70% | 75.60%-65.9pp | 62.18%-52.5pp | 41.45%-31.7pp |
| Employer contribution / active EE | $15,000 | $3,176+372.3% | $2,851+426.2% | $4,869+208.1% |
| Participant deferral / active EE | $12,000 | $3,901+207.6% | $3,517+241.2% | $5,287+127.0% |
| Admin fee / account holder | $25,000 | $5,263+375.0% | $4,510+454.3% | $10,132+146.7% |