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 | $258,776 | $62,672+312.9% | $185,117+39.8% | $70,131+269.0% |
| Participation rate | 96.9% | 63.8%+33.1pp | 77.3%+19.6pp | 69.5%+27.3pp |
| Annual return | 17.92% | 40.79%-22.9pp | 40.50%-22.6pp | 73.14%-55.2pp |
| Employer contribution / active EE | $11,916 | $1,753+579.7% | $4,182+185.0% | $2,342+408.7% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $16,266 | $3,932+313.7% | $8,159+99.4% | $4,645+250.2% |