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 | $449,267 | $217,402+106.7% | $185,823+141.8% | $167,490+168.2% |
| Participation rate | 92.3% | 86.0%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 24.81% | 148.36%-123.6pp | 122.05%-97.2pp | 478.56%-453.7pp |
| Employer contribution / active EE | $7,866 | $5,873+33.9% | $5,167+52.2% | $4,837+62.6% |
| Participant deferral / active EE | $4,136 | $6,356-34.9% | $5,568-25.7% | $6,341-34.8% |
| Admin fee / account holder | $22,810 | $19,811+15.1% | $16,237+40.5% | $12,309+85.3% |