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 | $363,809 | $91,552+297.4% | $133,956+171.6% | $79,858+355.6% |
| Participation rate | 92.6% | 73.3%+19.2pp | 79.8%+12.8pp | 69.6%+23.0pp |
| Annual return | 11.46% | 61.85%-50.4pp | 45.09%-33.6pp | 31.71%-20.2pp |
| Employer contribution / active EE | $4,384 | $2,384+83.9% | $3,919+11.9% | $2,471+77.4% |
| Participant deferral / active EE | $9,812 | $3,733+162.8% | $5,048+94.4% | $3,740+162.3% |
| Admin fee / account holder | $32,256 | $6,321+410.3% | $8,927+261.3% | $5,306+507.9% |