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 | $394,715 | $105,181+275.3% | $159,436+147.6% | $85,850+359.8% |
| Participation rate | 83.5% | 75.8%+7.7pp | 82.8%+0.7pp | 69.3%+14.2pp |
| Annual return | 15.12% | 45.07%-30.0pp | 263.57%-248.4pp | 318.53%-303.4pp |
| Employer contribution / active EE | $7,173 | $3,318+116.2% | $4,829+48.5% | $2,565+179.6% |
| Participant deferral / active EE | $9,660 | $5,945+62.5% | $7,352+31.4% | $3,952+144.4% |
| Admin fee / account holder | $17,276 | $6,933+149.2% | $10,799+60.0% | $6,260+176.0% |