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 | $576,974 | $138,347+317.0% | $184,203+213.2% | $80,856+613.6% |
| Participation rate | 91.8% | 83.9%+7.9pp | 86.8%+5.0pp | 67.6%+24.2pp |
| Annual return | 17.48% | 20.02%-2.5pp | 28.81%-11.3pp | 35.59%-18.1pp |
| Employer contribution / active EE | $32,913 | $4,850+578.5% | $6,427+412.1% | $2,755+1094.7% |
| Participant deferral / active EE | $18,571 | $7,071+162.6% | $9,131+103.4% | $4,296+332.3% |
| Admin fee / account holder | $49,464 | $10,483+371.8% | $13,901+255.8% | $6,918+615.0% |