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 | $257,822 | $100,041+157.7% | $149,718+72.2% | $70,131+267.6% |
| Participation rate | 90.3% | 83.6%+6.7pp | 87.1%+3.3pp | 69.5%+20.8pp |
| Annual return | 19.68% | 27.43%-7.8pp | 1501.63%-1482.0pp | 73.14%-53.5pp |
| Employer contribution / active EE | $14,207 | $3,662+288.0% | $5,445+160.9% | $2,342+506.5% |
| Participant deferral / active EE | $16,088 | $4,983+222.9% | $6,569+144.9% | $3,332+382.9% |
| Admin fee / account holder | $12,570 | $8,286+51.7% | $11,283+11.4% | $4,645+170.6% |