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 | $457,808 | $56,060+716.6% | $76,002+502.4% | $80,874+466.1% |
| Participation rate | 80.6% | 62.0%+18.6pp | 69.1%+11.6pp | 67.6%+13.0pp |
| Annual return | 21.96% | 20.54%+1.4pp | 360.07%-338.1pp | 35.62%-13.7pp |
| Employer contribution / active EE | $9,119 | $1,873+386.8% | $2,688+239.2% | $2,756+230.9% |
| Participant deferral / active EE | $15,691 | $3,051+414.2% | $4,257+268.6% | $4,297+265.2% |
| Admin fee / account holder | $20,727 | $5,237+295.8% | $6,414+223.2% | $6,935+198.9% |