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 | $290,295 | $105,181+176.0% | $159,436+82.1% | $85,850+238.1% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.8%+2.5pp | 69.3%+16.0pp |
| Annual return | 13.61% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-304.9pp |
| Employer contribution / active EE | $6,810 | $3,318+105.2% | $4,829+41.0% | $2,565+165.5% |
| Participant deferral / active EE | $2,692 | $5,945-54.7% | $7,352-63.4% | $3,952-31.9% |
| Admin fee / account holder | $11,241 | $6,933+62.1% | $10,799+4.1% | $6,260+79.6% |