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 | $385,285 | $102,317+276.6% | $146,958+162.2% | $80,856+376.5% |
| Participation rate | 92.5% | 75.8%+16.6pp | 82.2%+10.3pp | 67.6%+24.8pp |
| Annual return | 18.29% | 134.76%-116.5pp | 418.34%-400.0pp | 35.59%-17.3pp |
| Employer contribution / active EE | $15,246 | $3,713+310.6% | $4,933+209.1% | $2,755+453.4% |
| Participant deferral / active EE | $18,299 | $6,644+175.4% | $8,070+126.8% | $4,296+326.0% |
| Admin fee / account holder | $3,573 | $7,941-55.0% | $12,998-72.5% | $6,918-48.4% |