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 | $400,937 | $159,602+151.2% | $150,045+167.2% | $142,382+181.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 14.46% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $5,913 | $4,961+19.2% | $4,693+26.0% | $4,299+37.5% |
| Participant deferral / active EE | $10,957 | $8,310+31.8% | $7,997+37.0% | $6,507+68.4% |
| Admin fee / account holder | $48,009 | $14,846+223.4% | $13,435+257.3% | $12,624+280.3% |