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 | $284,384 | $118,450+140.1% | $98,439+188.9% | $139,434+104.0% |
| Participation rate | 85.7% | 77.4%+8.3pp | 75.2%+10.6pp | 80.3%+5.4pp |
| Annual return | 17.11% | 18.94%-1.8pp | 21.16%-4.1pp | 372.94%-355.8pp |
| Employer contribution / active EE | $7,747 | $3,609+114.6% | $3,048+154.2% | $4,751+63.1% |
| Participant deferral / active EE | $21,207 | $5,392+293.3% | $4,738+347.6% | $6,710+216.0% |
| Admin fee / account holder | $7,621 | $14,026-45.7% | $8,948-14.8% | $11,403-33.2% |