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 | $288,654 | $87,733+229.0% | $106,548+170.9% | $85,850+236.2% |
| Participation rate | 97.6% | 71.9%+25.7pp | 76.1%+21.5pp | 69.3%+28.3pp |
| Annual return | 32.87% | 21.86%+11.0pp | 26.80%+6.1pp | 318.53%-285.7pp |
| Employer contribution / active EE | $9,768 | $2,073+371.2% | $2,819+246.5% | $2,565+280.8% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,850 | $6,767-57.9% | $7,407-61.5% | $6,260-54.5% |