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 | $462,012 | $102,317+351.5% | $146,958+214.4% | $80,856+471.4% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.2%+5.8pp | 67.6%+20.4pp |
| Annual return | 47.69% | 134.76%-87.1pp | 418.34%-370.6pp | 35.59%+12.1pp |
| Employer contribution / active EE | $6,201 | $3,713+67.0% | $4,933+25.7% | $2,755+125.1% |
| Participant deferral / active EE | $10,208 | $6,644+53.6% | $8,070+26.5% | $4,296+137.6% |
| Admin fee / account holder | $105,730 | $7,941+1231.4% | $12,998+713.4% | $6,918+1428.3% |