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 | $358,333 | $137,414+160.8% | $189,513+89.1% | $85,850+317.4% |
| Participation rate | 93.0% | 84.6%+8.4pp | 87.8%+5.2pp | 69.3%+23.7pp |
| Annual return | 18.50% | 38.14%-19.6pp | 555.15%-536.7pp | 318.53%-300.0pp |
| Employer contribution / active EE | $7,381 | $4,344+69.9% | $6,162+19.8% | $2,565+187.7% |
| Participant deferral / active EE | $14,391 | $6,260+129.9% | $8,221+75.0% | $3,952+264.2% |
| Admin fee / account holder | $25,071 | $8,630+190.5% | $12,045+108.1% | $6,260+300.5% |