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 10-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 | $551,225 | $110,257+399.9% | $96,544+471.0% | $139,434+295.3% |
| Participation rate | 93.3% | 78.1%+15.2pp | 76.0%+17.4pp | 80.3%+13.0pp |
| Annual return | 31.23% | 26.32%+4.9pp | 25.84%+5.4pp | 372.94%-341.7pp |
| Employer contribution / active EE | $7,580 | $3,620+109.4% | $2,965+155.7% | $4,751+59.6% |
| Participant deferral / active EE | $20,852 | $5,548+275.9% | $4,851+329.9% | $6,710+210.7% |
| Admin fee / account holder | $30,446 | $11,591+162.7% | $8,252+268.9% | $11,403+167.0% |