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 | $591,483 | $109,881+438.3% | $150,045+294.2% | $84,808+597.4% |
| Participation rate | 95.6% | 76.1%+19.5pp | 82.3%+13.3pp | 68.3%+27.3pp |
| Annual return | 14.80% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $23,717 | $3,561+566.0% | $4,693+405.4% | $2,631+801.5% |
| Participant deferral / active EE | $10,276 | $6,636+54.9% | $7,997+28.5% | $4,212+144.0% |
| Admin fee / account holder | $24,675 | $8,568+188.0% | $13,435+83.7% | $7,344+236.0% |