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 | $446,937 | $71,050+529.0% | $93,606+377.5% | $80,856+452.8% |
| Participation rate | 84.0% | 60.4%+23.6pp | 68.7%+15.3pp | 67.6%+16.4pp |
| Annual return | 14.96% | 11.26%+3.7pp | 133.20%-118.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $10,536 | $1,564+573.8% | $2,420+335.4% | $2,755+282.4% |
| Participant deferral / active EE | $10,036 | $4,034+148.8% | $4,411+127.5% | $4,296+133.6% |
| Admin fee / account holder | $3,275 | $6,945-52.8% | $8,285-60.5% | $6,918-52.7% |