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 | $384,946 | $202,318+90.3% | $172,739+122.8% | $152,861+151.8% |
| Participation rate | 95.0% | 87.1%+7.9pp | 82.6%+12.4pp | 82.4%+12.6pp |
| Annual return | 19.77% | 1029.65%-1009.9pp | 802.84%-783.1pp | 345.32%-325.5pp |
| Employer contribution / active EE | $22,048 | $5,856+276.5% | $5,143+328.7% | $4,762+363.0% |
| Participant deferral / active EE | $3,707 | $5,948-37.7% | $5,198-28.7% | $5,850-36.6% |
| Admin fee / account holder | $12,437 | $17,109-27.3% | $13,954-10.9% | $11,596+7.3% |