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 7-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 | $337,543 | $217,402+55.3% | $185,823+81.6% | $167,490+101.5% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 9.63% | 148.36%-138.7pp | 122.05%-112.4pp | 478.56%-468.9pp |
| Employer contribution / active EE | $2,561 | $5,873-56.4% | $5,167-50.4% | $4,837-47.1% |
| Participant deferral / active EE | $11,654 | $6,356+83.3% | $5,568+109.3% | $6,341+83.8% |
| Admin fee / account holder | $3,019 | $19,811-84.8% | $16,237-81.4% | $12,309-75.5% |