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 | $270,029 | $98,750+173.4% | $149,696+80.4% | $79,858+238.1% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.5%+16.0pp | 69.6%+28.9pp |
| Annual return | 17.24% | 27.43%-10.2pp | 276.60%-259.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $2,808 | $3,216-12.7% | $4,644-39.5% | $2,471+13.7% |
| Participant deferral / active EE | $9,586 | $5,680+68.8% | $6,842+40.1% | $3,740+156.3% |
| Admin fee / account holder | $7,062 | $6,053+16.7% | $9,309-24.1% | $5,306+33.1% |