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 | $584,385 | $185,822+214.5% | $169,993+243.8% | $139,434+319.1% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 19.64% | 60.50%-40.9pp | 53.37%-33.7pp | 372.94%-353.3pp |
| Employer contribution / active EE | $11,525 | $7,590+51.8% | $6,785+69.9% | $4,751+142.6% |
| Participant deferral / active EE | $18,906 | $11,622+62.7% | $10,408+81.7% | $6,710+181.8% |
| Admin fee / account holder | $5,527 | $15,381-64.1% | $12,815-56.9% | $11,403-51.5% |