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 | $396,475 | $89,355+343.7% | $141,162+180.9% | $72,985+443.2% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 21.05% | 111.85%-90.8pp | 71.39%-50.3pp | 81.00%-60.0pp |
| Employer contribution / active EE | $17,835 | $3,114+472.7% | $4,735+276.7% | $2,440+631.0% |
| Participant deferral / active EE | $10,779 | $5,418+99.0% | $6,709+60.7% | $3,607+198.8% |
| Admin fee / account holder | $41,775 | $5,958+601.1% | $10,261+307.1% | $5,124+715.2% |