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 | $401,136 | $105,998+278.4% | $92,233+334.9% | $147,584+171.8% |
| Participation rate | 92.9% | 80.4%+12.4pp | 76.5%+16.4pp | 82.8%+10.0pp |
| Annual return | 15.14% | 50.05%-34.9pp | 176.28%-161.1pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,150 | $4,333-73.5% | $3,679-68.7% | $4,876-76.4% |
| Participant deferral / active EE | $2,799 | $4,478-37.5% | $3,897-28.2% | $5,439-48.5% |
| Admin fee / account holder | $716 | $6,332-88.7% | $5,194-86.2% | $10,885-93.4% |