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 | $493,119 | $159,901+208.4% | $146,958+235.6% | $145,922+237.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 20.11% | 98.13%-78.0pp | 418.34%-398.2pp | 561.29%-541.2pp |
| Employer contribution / active EE | $4,347 | $5,286-17.8% | $4,933-11.9% | $4,660-6.7% |
| Participant deferral / active EE | $14,496 | $8,428+72.0% | $8,070+79.6% | $6,688+116.7% |
| Admin fee / account holder | $4,396 | $15,044-70.8% | $12,998-66.2% | $13,397-67.2% |