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 | $333,166 | $127,065+162.2% | $113,168+194.4% | $142,382+134.0% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 13.96% | 24.03%-10.1pp | 24.27%-10.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $17,338 | $3,442+403.7% | $2,975+482.7% | $4,299+303.3% |
| Participant deferral / active EE | $16,968 | $5,716+196.8% | $5,107+232.3% | $6,507+160.8% |
| Admin fee / account holder | $45,455 | $15,736+188.9% | $12,068+276.7% | $12,624+260.1% |