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 | $382,892 | $102,317+274.2% | $146,958+160.5% | $80,856+373.5% |
| Participation rate | 80.5% | 75.8%+4.6pp | 82.2%-1.7pp | 67.6%+12.8pp |
| Annual return | 15.23% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $6,271 | $3,713+68.9% | $4,933+27.1% | $2,755+127.6% |
| Participant deferral / active EE | $10,893 | $6,644+64.0% | $8,070+35.0% | $4,296+153.6% |
| Admin fee / account holder | $14,047 | $7,941+76.9% | $12,998+8.1% | $6,918+103.0% |