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 | $668,558 | $83,902+696.8% | $167,512+299.1% | $84,808+688.3% |
| Participation rate | 93.9% | 66.5%+27.5pp | 77.1%+16.9pp | 68.3%+25.6pp |
| Annual return | 14.20% | 91.55%-77.4pp | 1615.79%-1601.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $5,343 | $2,264+136.0% | $3,882+37.6% | $2,631+103.1% |
| Participant deferral / active EE | $13,858 | $4,442+211.9% | $6,405+116.4% | $4,212+229.0% |
| Admin fee / account holder | $9,600 | $7,915+21.3% | $9,769-1.7% | $7,344+30.7% |