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 | $253,868 | $76,000+234.0% | $154,107+64.7% | $64,186+295.5% |
| Participation rate | 97.9% | 70.4%+27.5pp | 83.0%+14.8pp | 69.6%+28.3pp |
| Annual return | -3.67% | 30.32%-34.0pp | 735.12%-738.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $8,325 | $3,351+148.5% | $5,298+57.2% | $2,381+249.7% |
| Participant deferral / active EE | $6,317 | $3,175+99.0% | $5,081+24.3% | $3,470+82.1% |
| Admin fee / account holder | $7,327 | $5,596+30.9% | $13,411-45.4% | $4,888+49.9% |