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 | $435,559 | $107,334+305.8% | $92,893+368.9% | $152,861+184.9% |
| Participation rate | 94.7% | 79.8%+15.0pp | 76.0%+18.7pp | 82.4%+12.3pp |
| Annual return | 12.81% | 145.58%-132.8pp | 109.41%-96.6pp | 345.32%-332.5pp |
| Employer contribution / active EE | $8,421 | $4,221+99.5% | $3,653+130.5% | $4,762+76.8% |
| Participant deferral / active EE | $6,642 | $4,845+37.1% | $4,236+56.8% | $5,850+13.5% |
| Admin fee / account holder | $2,528 | $7,079-64.3% | $5,794-56.4% | $11,596-78.2% |