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 | $338,217 | $127,065+166.2% | $113,168+198.9% | $142,382+137.5% |
| Participation rate | 94.1% | 79.2%+14.9pp | 76.6%+17.6pp | 80.1%+14.0pp |
| Annual return | 15.32% | 24.03%-8.7pp | 24.27%-8.9pp | 217.08%-201.8pp |
| Employer contribution / active EE | $12,817 | $3,442+272.4% | $2,975+330.8% | $4,299+198.1% |
| Participant deferral / active EE | $9,810 | $5,716+71.6% | $5,107+92.1% | $6,507+50.8% |
| Admin fee / account holder | $210,890 | $15,736+1240.2% | $12,068+1647.6% | $12,624+1570.6% |