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 | $432,579 | $105,181+311.3% | $159,436+171.3% | $85,850+403.9% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.8%+9.2pp | 69.3%+22.7pp |
| Annual return | 12.54% | 45.07%-32.5pp | 263.57%-251.0pp | 318.53%-306.0pp |
| Employer contribution / active EE | $2,647 | $3,318-20.2% | $4,829-45.2% | $2,565+3.2% |
| Participant deferral / active EE | $16,137 | $5,945+171.5% | $7,352+119.5% | $3,952+308.4% |
| Admin fee / account holder | $17,101 | $6,933+146.6% | $10,799+58.4% | $6,260+173.2% |