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 | $682,527 | $159,602+327.6% | $150,045+354.9% | $142,382+379.4% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 13.33% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $28,915 | $4,961+482.9% | $4,693+516.1% | $4,299+572.6% |
| Participant deferral / active EE | $20,361 | $8,310+145.0% | $7,997+154.6% | $6,507+212.9% |
| Admin fee / account holder | $9,788 | $14,846-34.1% | $13,435-27.1% | $12,624-22.5% |