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 8-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 | $1,273,702 | $201,272+532.8% | $184,203+591.5% | $145,922+772.9% |
| Participation rate | 95.8% | 87.5%+8.3pp | 86.8%+9.0pp | 80.3%+15.6pp |
| Annual return | 19.07% | 29.00%-9.9pp | 28.81%-9.7pp | 561.29%-542.2pp |
| Employer contribution / active EE | $34,620 | $7,022+393.0% | $6,427+438.7% | $4,660+643.0% |
| Participant deferral / active EE | $20,884 | $9,806+113.0% | $9,131+128.7% | $6,688+212.3% |
| Admin fee / account holder | $121,370 | $16,364+641.7% | $13,901+773.1% | $13,397+806.0% |