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 | $343,123 | $105,181+226.2% | $159,436+115.2% | $85,850+299.7% |
| Participation rate | 84.5% | 75.8%+8.7pp | 82.8%+1.7pp | 69.3%+15.2pp |
| Annual return | 13.92% | 45.07%-31.2pp | 263.57%-249.6pp | 318.53%-304.6pp |
| Employer contribution / active EE | $8,676 | $3,318+161.5% | $4,829+79.7% | $2,565+238.2% |
| Participant deferral / active EE | $8,662 | $5,945+45.7% | $7,352+17.8% | $3,952+119.2% |
| Admin fee / account holder | $61,119 | $6,933+781.5% | $10,799+466.0% | $6,260+876.4% |