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 8-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 | $263,088 | $137,414+91.5% | $189,513+38.8% | $85,850+206.5% |
| Participation rate | 88.6% | 84.6%+4.0pp | 87.8%+0.8pp | 69.3%+19.3pp |
| Annual return | 15.40% | 38.14%-22.7pp | 555.15%-539.8pp | 318.53%-303.1pp |
| Employer contribution / active EE | $2,455 | $4,344-43.5% | $6,162-60.2% | $2,565-4.3% |
| Participant deferral / active EE | $5,620 | $6,260-10.2% | $8,221-31.6% | $3,952+42.2% |
| Admin fee / account holder | $4,037 | $8,630-53.2% | $12,045-66.5% | $6,260-35.5% |