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 | $307,827 | $85,202+261.3% | $172,739+78.2% | $72,985+321.8% |
| Participation rate | 92.3% | 70.1%+22.2pp | 82.6%+9.7pp | 69.5%+22.8pp |
| Annual return | 16.19% | 27.32%-11.1pp | 802.84%-786.7pp | 81.00%-64.8pp |
| Employer contribution / active EE | $9,188 | $3,324+176.4% | $5,143+78.7% | $2,440+276.6% |
| Participant deferral / active EE | $6,932 | $3,260+112.6% | $5,198+33.4% | $3,607+92.2% |
| Admin fee / account holder | $10,699 | $5,884+81.8% | $13,954-23.3% | $5,124+108.8% |