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 | $743,769 | $176,056+322.5% | $159,436+366.5% | $167,490+344.1% |
| Participation rate | 93.8% | 84.9%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 13.69% | 331.75%-318.1pp | 263.57%-249.9pp | 478.56%-464.9pp |
| Employer contribution / active EE | $32,760 | $5,297+518.5% | $4,829+578.3% | $4,837+577.2% |
| Participant deferral / active EE | $8,174 | $7,750+5.5% | $7,352+11.2% | $6,341+28.9% |
| Admin fee / account holder | $98,165 | $12,554+681.9% | $10,799+809.1% | $12,309+697.5% |