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 | $260,021 | $144,119+80.4% | $117,854+120.6% | $147,584+76.2% |
| Participation rate | 94.4% | 83.4%+11.0pp | 79.7%+14.8pp | 82.8%+11.6pp |
| Annual return | 18.07% | 531.15%-513.1pp | 335.08%-317.0pp | 578.55%-560.5pp |
| Employer contribution / active EE | $8,999 | $4,896+83.8% | $3,786+137.7% | $4,876+84.5% |
| Participant deferral / active EE | $7,340 | $5,316+38.1% | $4,482+63.8% | $5,439+35.0% |
| Admin fee / account holder | $20,309 | $10,886+86.6% | $8,020+153.2% | $10,885+86.6% |