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 | $322,398 | $86,286+273.6% | $111,297+189.7% | $85,850+275.5% |
| Participation rate | 96.6% | 73.3%+23.2pp | 77.3%+19.2pp | 69.3%+27.2pp |
| Annual return | 16.36% | 19.99%-3.6pp | 54.65%-38.3pp | 318.53%-302.2pp |
| Employer contribution / active EE | $5,465 | $2,043+167.5% | $2,731+100.1% | $2,565+113.0% |
| Participant deferral / active EE | $5,179 | $3,641+42.3% | $4,487+15.4% | $3,952+31.1% |
| Admin fee / account holder | $11,628 | $8,188+42.0% | $7,964+46.0% | $6,260+85.8% |