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 | $423,541 | $172,111+146.1% | $150,298+181.8% | $137,256+208.6% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 12.78% | 69.37%-56.6pp | 62.79%-50.0pp | 220.34%-207.6pp |
| Employer contribution / active EE | $6,574 | $4,636+41.8% | $4,154+58.2% | $4,156+58.2% |
| Participant deferral / active EE | $9,682 | $6,166+57.0% | $5,453+77.6% | $6,407+51.1% |
| Admin fee / account holder | $93,976 | $16,471+470.6% | $14,116+565.8% | $12,270+665.9% |