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 | $349,510 | $90,348+286.8% | $75,972+360.0% | $145,922+139.5% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 53.57% | 620.88%-567.3pp | 359.55%-306.0pp | 561.29%-507.7pp |
| Employer contribution / active EE | $13,976 | $3,311+322.1% | $2,685+420.5% | $4,660+199.9% |
| Participant deferral / active EE | $9,596 | $5,162+85.9% | $4,255+125.5% | $6,688+43.5% |
| Admin fee / account holder | $7,322 | $8,467-13.5% | $6,467+13.2% | $13,397-45.3% |