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 | $470,201 | $102,317+359.6% | $146,958+220.0% | $80,856+481.5% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 13.02% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $16,160 | $3,713+335.2% | $4,933+227.6% | $2,755+486.6% |
| Participant deferral / active EE | $14,071 | $6,644+111.8% | $8,070+74.4% | $4,296+227.6% |
| Admin fee / account holder | $22,236 | $7,941+180.0% | $12,998+71.1% | $6,918+221.4% |