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 | $306,848 | $78,672+290.0% | $109,143+181.1% | $85,850+257.4% |
| Participation rate | 86.0% | 68.3%+17.7pp | 75.9%+10.1pp | 69.3%+16.7pp |
| Annual return | 13.34% | 25.09%-11.7pp | 25.75%-12.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,715 | $2,735-37.3% | $3,722-53.9% | $2,565-33.1% |
| Participant deferral / active EE | $11,002 | $3,467+217.3% | $4,653+136.5% | $3,952+178.4% |
| Admin fee / account holder | $1,710 | $5,469-68.7% | $6,752-74.7% | $6,260-72.7% |