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 | $315,733 | $137,414+129.8% | $189,513+66.6% | $85,850+267.8% |
| Participation rate | 98.5% | 84.6%+13.8pp | 87.8%+10.7pp | 69.3%+29.1pp |
| Annual return | 13.24% | 38.14%-24.9pp | 555.15%-541.9pp | 318.53%-305.3pp |
| Employer contribution / active EE | $9,368 | $4,344+115.6% | $6,162+52.0% | $2,565+265.2% |
| Participant deferral / active EE | $19,858 | $6,260+217.2% | $8,221+141.6% | $3,952+402.5% |
| Admin fee / account holder | $30,321 | $8,630+251.4% | $12,045+151.7% | $6,260+384.4% |