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 | $331,737 | $137,414+141.4% | $189,513+75.0% | $85,850+286.4% |
| Participation rate | 92.3% | 84.6%+7.7pp | 87.8%+4.5pp | 69.3%+23.0pp |
| Annual return | 14.65% | 38.14%-23.5pp | 555.15%-540.5pp | 318.53%-303.9pp |
| Employer contribution / active EE | $13,388 | $4,344+208.2% | $6,162+117.3% | $2,565+421.9% |
| Participant deferral / active EE | $10,502 | $6,260+67.8% | $8,221+27.7% | $3,952+165.7% |
| Admin fee / account holder | $2,110 | $8,630-75.6% | $12,045-82.5% | $6,260-66.3% |