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 | $330,147 | $77,899+323.8% | $149,673+120.6% | $75,163+339.2% |
| Participation rate | 93.5% | 65.6%+27.9pp | 78.8%+14.7pp | 67.2%+26.3pp |
| Annual return | 14.68% | 31.72%-17.0pp | 134.42%-119.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $2,671 | $3,137-14.9% | $4,818-44.6% | $2,6700% |
| Participant deferral / active EE | $9,078 | $3,411+166.1% | $5,680+59.8% | $4,125+120.1% |
| Admin fee / account holder | $7,723 | $5,956+29.7% | $13,210-41.5% | $5,651+36.7% |