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 | $270,234 | $158,398+70.6% | $126,539+113.6% | $142,382+89.8% |
| Participation rate | 92.3% | 75.8%+16.5pp | 69.8%+22.5pp | 80.1%+12.2pp |
| Annual return | 10.85% | 593.76%-582.9pp | 425.95%-415.1pp | 217.08%-206.2pp |
| Employer contribution / active EE | $11,304 | $4,650+143.1% | $3,674+207.7% | $4,299+162.9% |
| Participant deferral / active EE | $6,820 | $4,767+43.1% | $4,083+67.0% | $6,507+4.8% |
| Admin fee / account holder | $8,428 | $6,918+21.8% | $6,065+39.0% | $12,624-33.2% |