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 | $325,679 | $109,327+197.9% | $89,391+264.3% | $158,922+104.9% |
| Participation rate | 85.7% | 74.3%+11.5pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 11.72% | 345.68%-334.0pp | 245.62%-233.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $16,601 | $3,170+423.7% | $2,586+542.1% | $4,761+248.7% |
| Participant deferral / active EE | $17,976 | $4,598+290.9% | $3,890+362.1% | $5,982+200.5% |
| Admin fee / account holder | $15,322 | $6,153+149.0% | $4,881+213.9% | $11,246+36.2% |