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 | $283,905 | $98,750+187.5% | $149,696+89.7% | $79,858+255.5% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.5%+15.6pp | 69.6%+28.5pp |
| Annual return | 17.52% | 27.43%-9.9pp | 276.60%-259.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $27,617 | $3,216+758.6% | $4,644+494.6% | $2,471+1017.7% |
| Participant deferral / active EE | $16,270 | $5,680+186.4% | $6,842+137.8% | $3,740+335.0% |
| Admin fee / account holder | $8,124 | $6,053+34.2% | $9,309-12.7% | $5,306+53.1% |