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 | $896,725 | $109,881+716.1% | $150,045+497.6% | $84,808+957.4% |
| Participation rate | 94.5% | 76.1%+18.5pp | 82.3%+12.2pp | 68.3%+26.2pp |
| Annual return | 15.16% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $19,131 | $3,561+437.2% | $4,693+307.6% | $2,631+627.1% |
| Participant deferral / active EE | $13,293 | $6,636+100.3% | $7,997+66.2% | $4,212+215.6% |
| Admin fee / account holder | $17,672 | $8,568+106.3% | $13,435+31.5% | $7,344+140.6% |