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 | $348,674 | $93,571+272.6% | $135,903+156.6% | $75,163+363.9% |
| Participation rate | 91.9% | 75.2%+16.7pp | 81.9%+10.0pp | 67.2%+24.7pp |
| Annual return | 18.20% | 30.90%-12.7pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $8,025 | $3,537+126.9% | $4,856+65.3% | $2,670+200.6% |
| Participant deferral / active EE | $10,425 | $6,404+62.8% | $7,758+34.4% | $4,125+152.7% |
| Admin fee / account holder | $49,859 | $6,975+614.8% | $10,762+363.3% | $5,651+782.3% |