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 | $584,158 | $105,181+455.4% | $159,436+266.4% | $85,850+580.4% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.8%+15.3pp | 69.3%+28.8pp |
| Annual return | 17.12% | 45.07%-28.0pp | 263.57%-246.5pp | 318.53%-301.4pp |
| Employer contribution / active EE | $4,720 | $3,318+42.2% | $4,829-2.3% | $2,565+84.0% |
| Participant deferral / active EE | $8,423 | $5,945+41.7% | $7,352+14.6% | $3,952+113.1% |
| Admin fee / account holder | $39,518 | $6,933+470.0% | $10,799+266.0% | $6,260+531.3% |