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 | $380,114 | $209,411+81.5% | $178,490+113.0% | $158,922+139.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.86% | 188.75%-161.9pp | 151.07%-124.2pp | 302.83%-276.0pp |
| Employer contribution / active EE | $9,633 | $5,706+68.8% | $5,011+92.3% | $4,761+102.3% |
| Participant deferral / active EE | $7,549 | $5,954+26.8% | $5,202+45.1% | $5,982+26.2% |
| Admin fee / account holder | $4,466 | $17,074-73.8% | $13,984-68.1% | $11,246-60.3% |