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 | $733,180 | $105,181+597.1% | $159,436+359.9% | $85,850+754.0% |
| Participation rate | 94.4% | 75.8%+18.7pp | 82.8%+11.6pp | 69.3%+25.1pp |
| Annual return | 19.47% | 45.07%-25.6pp | 263.57%-244.1pp | 318.53%-299.1pp |
| Employer contribution / active EE | $14,756 | $3,318+344.7% | $4,829+205.6% | $2,565+475.3% |
| Participant deferral / active EE | $13,789 | $5,945+132.0% | $7,352+87.6% | $3,952+248.9% |
| Admin fee / account holder | $10,208 | $6,933+47.2% | $10,799-5.5% | $6,260+63.1% |