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 | $408,868 | $217,402+88.1% | $185,823+120.0% | $167,490+144.1% |
| Participation rate | 92.3% | 86.0%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 10.42% | 148.36%-137.9pp | 122.05%-111.6pp | 478.56%-468.1pp |
| Employer contribution / active EE | $4,005 | $5,873-31.8% | $5,167-22.5% | $4,837-17.2% |
| Participant deferral / active EE | $8,777 | $6,356+38.1% | $5,568+57.6% | $6,341+38.4% |
| Admin fee / account holder | $60,774 | $19,811+206.8% | $16,237+274.3% | $12,309+393.7% |