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 | $260,933 | $91,190+186.1% | $178,490+46.2% | $79,858+226.7% |
| Participation rate | 94.3% | 69.2%+25.1pp | 81.9%+12.4pp | 69.6%+24.7pp |
| Annual return | 15.43% | 24.19%-8.8pp | 151.07%-135.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $10,027 | $3,256+208.0% | $5,011+100.1% | $2,471+305.8% |
| Participant deferral / active EE | $5,652 | $3,236+74.6% | $5,202+8.7% | $3,740+51.1% |
| Admin fee / account holder | $1,264 | $6,751-81.3% | $13,984-91.0% | $5,306-76.2% |