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 5-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 | $573,695 | $90,745+532.2% | $130,231+340.5% | $75,163+663.3% |
| Participation rate | 97.1% | 71.1%+26.1pp | 76.3%+20.9pp | 67.2%+30.0pp |
| Annual return | 15.80% | 34.45%-18.7pp | 38.77%-23.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $8,873 | $3,314+167.8% | $4,126+115.1% | $2,670+232.4% |
| Participant deferral / active EE | $17,343 | $5,362+223.4% | $6,799+155.1% | $4,125+320.4% |
| Admin fee / account holder | $2,942 | $6,331-53.5% | $6,020-51.1% | $5,651-47.9% |