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 | $322,990 | $175,202+84.4% | $149,673+115.8% | $139,434+131.6% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 14.79% | 166.71%-151.9pp | 134.42%-119.6pp | 372.94%-358.2pp |
| Employer contribution / active EE | $9,885 | $5,474+80.6% | $4,818+105.2% | $4,751+108.1% |
| Participant deferral / active EE | $7,651 | $6,519+17.4% | $5,680+34.7% | $6,710+14.0% |
| Admin fee / account holder | $6,181 | $16,150-61.7% | $13,210-53.2% | $11,403-45.8% |