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 | $755,537 | $172,478+338.0% | $145,661+418.7% | $142,382+430.6% |
| Participation rate | 92.9% | 80.1%+12.8pp | 77.2%+15.6pp | 80.1%+12.7pp |
| Annual return | 12.44% | 151.09%-138.7pp | 101.46%-89.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $11,085 | $4,899+126.3% | $4,238+161.6% | $4,299+157.8% |
| Participant deferral / active EE | $13,499 | $8,348+61.7% | $7,198+87.5% | $6,507+107.4% |
| Admin fee / account holder | $24,045 | $16,864+42.6% | $12,466+92.9% | $12,624+90.5% |