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 | $282,385 | $93,571+201.8% | $135,903+107.8% | $75,163+275.7% |
| Participation rate | 96.5% | 75.2%+21.3pp | 81.9%+14.6pp | 67.2%+29.3pp |
| Annual return | 22.86% | 30.90%-8.0pp | 68.23%-45.4pp | 160.62%-137.8pp |
| Employer contribution / active EE | $5,012 | $3,537+41.7% | $4,856+3.2% | $2,670+87.7% |
| Participant deferral / active EE | $12,544 | $6,404+95.9% | $7,758+61.7% | $4,125+204.1% |
| Admin fee / account holder | $37,081 | $6,975+431.6% | $10,762+244.6% | $5,651+556.2% |