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 | $315,946 | $95,266+231.6% | $82,389+283.5% | $142,382+121.9% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.5%+22.1pp | 80.1%+11.5pp |
| Annual return | 14.56% | 25.74%-11.2pp | 28.67%-14.1pp | 217.08%-202.5pp |
| Employer contribution / active EE | $12,982 | $2,991+334.0% | $2,517+415.8% | $4,299+202.0% |
| Participant deferral / active EE | $12,459 | $4,809+159.1% | $4,155+199.9% | $6,507+91.5% |
| Admin fee / account holder | $19,860 | $8,563+131.9% | $7,231+174.7% | $12,624+57.3% |