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 | $1,453,888 | $112,096+1197.0% | $95,952+1415.2% | $158,922+814.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.20% | 171.09%-164.9pp | 91.61%-85.4pp | 302.83%-296.6pp |
| Employer contribution / active EE | $15,932 | $3,198+398.2% | $2,541+527.0% | $4,761+234.6% |
| Participant deferral / active EE | $24,645 | $4,784+415.2% | $4,167+491.4% | $5,982+312.0% |
| Admin fee / account holder | $11,861 | $10,130+17.1% | $6,795+74.5% | $11,246+5.5% |