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 | $334,931 | $98,750+239.2% | $149,696+123.7% | $79,858+319.4% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.8pp |
| Annual return | 13.36% | 27.43%-14.1pp | 276.60%-263.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $3,090 | $3,216-3.9% | $4,644-33.5% | $2,471+25.1% |
| Participant deferral / active EE | $10,616 | $5,680+86.9% | $6,842+55.2% | $3,740+183.8% |
| Admin fee / account holder | $60,394 | $6,053+897.8% | $9,309+548.8% | $5,306+1038.2% |