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 | $342,510 | $111,724+206.6% | $93,606+265.9% | $145,922+134.7% |
| Participation rate | 94.1% | 74.2%+19.9pp | 68.7%+25.4pp | 80.3%+13.8pp |
| Annual return | 12.08% | 202.98%-190.9pp | 133.20%-121.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $4,138 | $3,090+33.9% | $2,420+71.0% | $4,660-11.2% |
| Participant deferral / active EE | $6,400 | $4,912+30.3% | $4,411+45.1% | $6,688-4.3% |
| Admin fee / account holder | $6,836 | $10,250-33.3% | $8,285-17.5% | $13,397-49.0% |