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 | $318,079 | $78,705+304.1% | $117,854+169.9% | $70,131+353.6% |
| Participation rate | 91.7% | 73.2%+18.5pp | 79.7%+12.0pp | 69.5%+22.1pp |
| Annual return | 15.84% | 23.30%-7.5pp | 335.08%-319.2pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,450 | $2,223-34.8% | $3,786-61.7% | $2,342-38.1% |
| Participant deferral / active EE | $8,935 | $3,297+171.0% | $4,482+99.4% | $3,332+168.2% |
| Admin fee / account holder | $53,761 | $5,065+961.3% | $8,020+570.3% | $4,645+1057.3% |