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 | $329,785 | $98,750+234.0% | $149,696+120.3% | $79,858+313.0% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.5%+6.0pp | 69.6%+18.8pp |
| Annual return | 12.67% | 27.43%-14.8pp | 276.60%-263.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $3,523 | $3,216+9.5% | $4,644-24.1% | $2,471+42.6% |
| Participant deferral / active EE | $5,538 | $5,680-2.5% | $6,842-19.1% | $3,740+48.1% |
| Admin fee / account holder | $15,400 | $6,053+154.4% | $9,309+65.4% | $5,306+190.2% |