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 | $532,789 | $105,181+406.5% | $159,436+234.2% | $85,850+520.6% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.8%+14.1pp | 69.3%+27.7pp |
| Annual return | 13.06% | 45.07%-32.0pp | 263.57%-250.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $6,583 | $3,318+98.4% | $4,829+36.3% | $2,565+156.7% |
| Participant deferral / active EE | $7,197 | $5,945+21.1% | $7,352-2.1% | $3,952+82.1% |
| Admin fee / account holder | $12,776 | $6,933+84.3% | $10,799+18.3% | $6,260+104.1% |