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 | $316,019 | $183,519+72.2% | $155,509+103.2% | $145,922+116.6% |
| Participation rate | 95.2% | 82.7%+12.6pp | 78.2%+17.1pp | 80.3%+15.0pp |
| Annual return | 13.55% | 61.17%-47.6pp | 64.67%-51.1pp | 561.29%-547.7pp |
| Employer contribution / active EE | $7,414 | $5,313+39.6% | $4,672+58.7% | $4,660+59.1% |
| Participant deferral / active EE | $8,943 | $6,462+38.4% | $5,626+59.0% | $6,688+33.7% |
| Admin fee / account holder | $6,128 | $19,313-68.3% | $15,912-61.5% | $13,397-54.3% |