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 | $287,128 | $107,334+167.5% | $92,893+209.1% | $152,861+87.8% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.0%+17.7pp | 82.4%+11.3pp |
| Annual return | 17.76% | 145.58%-127.8pp | 109.41%-91.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $12,129 | $4,221+187.3% | $3,653+232.0% | $4,762+154.7% |
| Participant deferral / active EE | $5,187 | $4,845+7.1% | $4,236+22.4% | $5,850-11.3% |
| Admin fee / account holder | $43,899 | $7,079+520.1% | $5,794+657.7% | $11,596+278.6% |