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 | $331,139 | $150,440+120.1% | $136,294+143.0% | $147,584+124.4% |
| Participation rate | 95.8% | 84.4%+11.4pp | 81.9%+13.9pp | 82.8%+13.0pp |
| Annual return | 15.15% | 1049.08%-1033.9pp | 5155.94%-5140.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $12,473 | $5,256+137.3% | $4,695+165.6% | $4,876+155.8% |
| Participant deferral / active EE | $7,230 | $6,630+9.0% | $6,247+15.7% | $5,439+32.9% |
| Admin fee / account holder | $1,176 | $10,905-89.2% | $9,243-87.3% | $10,885-89.2% |