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 | $290,105 | $65,041+346.0% | $90,951+219.0% | $79,858+263.3% |
| Participation rate | 87.0% | 61.6%+25.4pp | 69.0%+17.9pp | 69.6%+17.3pp |
| Annual return | 73.48% | 30.45%+43.0pp | 134.60%-61.1pp | 31.71%+41.8pp |
| Employer contribution / active EE | $1,814 | $1,247+45.5% | $2,122-14.5% | $2,471-26.6% |
| Participant deferral / active EE | $4,940 | $2,512+96.7% | $3,373+46.5% | $3,740+32.1% |
| Admin fee / account holder | $5,383 | $4,536+18.7% | $5,959-9.7% | $5,306+1.4% |