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 | $254,384 | $185,822+36.9% | $169,993+49.6% | $139,434+82.4% |
| Participation rate | 72.2% | 87.8%-15.5pp | 87.0%-14.8pp | 80.3%-8.1pp |
| Annual return | 17.37% | 60.50%-43.1pp | 53.37%-36.0pp | 372.94%-355.6pp |
| Employer contribution / active EE | $27,038 | $7,590+256.2% | $6,785+298.5% | $4,751+469.1% |
| Participant deferral / active EE | $16,669 | $11,622+43.4% | $10,408+60.2% | $6,710+148.4% |
| Admin fee / account holder | $46,827 | $15,381+204.5% | $12,815+265.4% | $11,403+310.7% |