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 | $332,347 | $95,416+248.3% | $185,823+78.9% | $85,850+287.1% |
| Participation rate | 95.0% | 68.8%+26.2pp | 81.7%+13.3pp | 69.3%+25.7pp |
| Annual return | 14.76% | 23.59%-8.8pp | 122.05%-107.3pp | 318.53%-303.8pp |
| Employer contribution / active EE | $11,428 | $3,314+244.9% | $5,167+121.2% | $2,565+345.5% |
| Participant deferral / active EE | $7,350 | $3,423+114.7% | $5,568+32.0% | $3,952+86.0% |
| Admin fee / account holder | $3,028 | $7,213-58.0% | $16,237-81.3% | $6,260-51.6% |