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 | $444,810 | $159,901+178.2% | $146,958+202.7% | $145,922+204.8% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 16.56% | 98.13%-81.6pp | 418.34%-401.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $8,782 | $5,286+66.1% | $4,933+78.0% | $4,660+88.5% |
| Participant deferral / active EE | $16,543 | $8,428+96.3% | $8,070+105.0% | $6,688+147.4% |
| Admin fee / account holder | $17,206 | $15,044+14.4% | $12,998+32.4% | $13,397+28.4% |