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 | $498,217 | $150,187+231.7% | $120,354+314.0% | $145,922+241.4% |
| Participation rate | 92.3% | 78.8%+13.6pp | 71.9%+20.4pp | 80.3%+12.0pp |
| Annual return | 13.67% | 154.07%-140.4pp | 107.15%-93.5pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,788 | $4,348-35.9% | $3,463-19.5% | $4,660-40.2% |
| Participant deferral / active EE | $5,381 | $6,173-12.8% | $4,991+7.8% | $6,688-19.5% |
| Admin fee / account holder | $6,760 | $12,207-44.6% | $9,423-28.3% | $13,397-49.5% |