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 | $365,383 | $102,317+257.1% | $146,958+148.6% | $80,856+351.9% |
| Participation rate | 88.2% | 75.8%+12.4pp | 82.2%+6.1pp | 67.6%+20.6pp |
| Annual return | 13.54% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,086 | $3,713-16.9% | $4,933-37.5% | $2,755+12.0% |
| Participant deferral / active EE | $11,611 | $6,644+74.8% | $8,070+43.9% | $4,296+170.3% |
| Admin fee / account holder | $10,550 | $7,941+32.9% | $12,998-18.8% | $6,918+52.5% |