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 | $397,282 | $160,055+148.2% | $140,016+183.7% | $135,375+193.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | 3.49% | 911.38%-907.9pp | 651.12%-647.6pp | 519.73%-516.2pp |
| Employer contribution / active EE | $17,922 | $6,420+179.1% | $5,606+219.7% | $4,779+275.0% |
| Participant deferral / active EE | $13,195 | $7,642+72.7% | $6,927+90.5% | $5,609+135.3% |
| Admin fee / account holder | $6,860 | $13,328-48.5% | $10,705-35.9% | $10,827-36.6% |