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 | $560,554 | $159,901+250.6% | $146,958+281.4% | $145,922+284.1% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 15.43% | 98.13%-82.7pp | 418.34%-402.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $9,171 | $5,286+73.5% | $4,933+85.9% | $4,660+96.8% |
| Participant deferral / active EE | $20,731 | $8,428+146.0% | $8,070+156.9% | $6,688+210.0% |
| Admin fee / account holder | $18,168 | $15,044+20.8% | $12,998+39.8% | $13,397+35.6% |