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 | $366,869 | $88,751+313.4% | $81,812+348.4% | $145,922+151.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 18.49% | 1025.40%-1006.9pp | 773.79%-755.3pp | 561.29%-542.8pp |
| Employer contribution / active EE | $3,966 | $3,083+28.6% | $2,912+36.2% | $4,660-14.9% |
| Participant deferral / active EE | $4,482 | $4,643-3.5% | $4,319+3.8% | $6,688-33.0% |
| Admin fee / account holder | $45,723 | $8,415+443.3% | $7,386+519.0% | $13,397+241.3% |