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 | $445,818 | $175,202+154.5% | $149,673+197.9% | $139,434+219.7% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 14.37% | 166.71%-152.3pp | 134.42%-120.0pp | 372.94%-358.6pp |
| Employer contribution / active EE | $30,190 | $5,474+451.5% | $4,818+526.6% | $4,751+535.5% |
| Participant deferral / active EE | $23,792 | $6,519+265.0% | $5,680+318.9% | $6,710+254.6% |
| Admin fee / account holder | $60,527 | $16,150+274.8% | $13,210+358.2% | $11,403+430.8% |