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 | $272,320 | $98,750+175.8% | $149,696+81.9% | $79,858+241.0% |
| Participation rate | 85.9% | 75.8%+10.1pp | 82.5%+3.4pp | 69.6%+16.2pp |
| Annual return | 14.57% | 27.43%-12.9pp | 276.60%-262.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,249 | $3,216-61.2% | $4,644-73.1% | $2,471-49.4% |
| Participant deferral / active EE | $10,903 | $5,680+92.0% | $6,842+59.4% | $3,740+191.5% |
| Admin fee / account holder | $18,522 | $6,053+206.0% | $9,309+99.0% | $5,306+249.1% |