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 | $501,519 | $105,181+376.8% | $159,436+214.6% | $85,850+484.2% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.8%+14.8pp | 69.3%+28.3pp |
| Annual return | 14.45% | 45.07%-30.6pp | 263.57%-249.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $12,394 | $3,318+273.5% | $4,829+156.6% | $2,565+383.2% |
| Participant deferral / active EE | $11,263 | $5,945+89.5% | $7,352+53.2% | $3,952+185.0% |
| Admin fee / account holder | $1,217 | $6,933-82.4% | $10,799-88.7% | $6,260-80.6% |