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 | $652,731 | $98,750+561.0% | $149,696+336.0% | $79,858+717.4% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.5%+15.5pp | 69.6%+28.3pp |
| Annual return | 19.51% | 27.43%-7.9pp | 276.60%-257.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $8,693 | $3,216+170.3% | $4,644+87.2% | $2,471+251.8% |
| Participant deferral / active EE | $9,391 | $5,680+65.3% | $6,842+37.3% | $3,740+151.1% |
| Admin fee / account holder | $35,399 | $6,053+484.9% | $9,309+280.3% | $5,306+567.1% |