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 | $294,058 | $91,190+222.5% | $178,490+64.7% | $79,858+268.2% |
| Participation rate | 92.0% | 69.2%+22.8pp | 81.9%+10.1pp | 69.6%+22.4pp |
| Annual return | 11.04% | 24.19%-13.2pp | 151.07%-140.0pp | 31.71%-20.7pp |
| Employer contribution / active EE | $9,512 | $3,256+192.2% | $5,011+89.8% | $2,471+285.0% |
| Participant deferral / active EE | $5,751 | $3,236+77.7% | $5,202+10.6% | $3,740+53.8% |
| Admin fee / account holder | $74,747 | $6,751+1007.2% | $13,984+434.5% | $5,306+1308.7% |