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 7-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 | $545,339 | $91,019+499.1% | $392,568+38.9% | $72,985+647.2% |
| Participation rate | 91.2% | 74.4%+16.8pp | 78.1%+13.1pp | 69.5%+21.7pp |
| Annual return | 23.32% | 20.00%+3.3pp | 24.42%-1.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $6,492 | $2,751+136.0% | $3,783+71.6% | $2,440+166.1% |
| Participant deferral / active EE | $9,866 | $4,570+115.9% | $5,985+64.8% | $3,607+173.5% |
| Admin fee / account holder | $14,141 | $4,895+188.9% | $6,260+125.9% | $5,124+175.9% |