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 9-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 | $604,740 | $148,978+305.9% | $200,582+201.5% | $84,808+613.1% |
| Participation rate | 98.7% | 84.2%+14.5pp | 86.9%+11.8pp | 68.3%+30.4pp |
| Annual return | 15.27% | 28.16%-12.9pp | 42.33%-27.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $14,809 | $4,815+207.5% | $6,419+130.7% | $2,631+462.9% |
| Participant deferral / active EE | $19,876 | $7,142+178.3% | $9,331+113.0% | $4,212+371.9% |
| Admin fee / account holder | $8,119 | $13,977-41.9% | $16,305-50.2% | $7,344+10.6% |