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 9-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 | $284,479 | $123,793+129.8% | $177,821+60.0% | $79,858+256.2% |
| Participation rate | 94.9% | 84.7%+10.2pp | 87.7%+7.2pp | 69.6%+25.2pp |
| Annual return | 20.00% | 22.82%-2.8pp | 48.32%-28.3pp | 31.71%-11.7pp |
| Employer contribution / active EE | $15,835 | $4,095+286.7% | $5,918+167.6% | $2,471+540.9% |
| Participant deferral / active EE | $13,561 | $5,956+127.7% | $7,714+75.8% | $3,740+262.6% |
| Admin fee / account holder | $500 | $7,243-93.1% | $12,427-96.0% | $5,306-90.6% |