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 | $443,968 | $98,750+349.6% | $149,696+196.6% | $79,858+455.9% |
| Participation rate | 93.4% | 75.8%+17.7pp | 82.5%+11.0pp | 69.6%+23.8pp |
| Annual return | 15.60% | 27.43%-11.8pp | 276.60%-261.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $15,351 | $3,216+377.3% | $4,644+230.5% | $2,471+521.3% |
| Participant deferral / active EE | $10,942 | $5,680+92.6% | $6,842+59.9% | $3,740+192.6% |
| Admin fee / account holder | $17,237 | $6,053+184.8% | $9,309+85.2% | $5,306+224.8% |