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 | $306,271 | $88,672+245.4% | $105,223+191.1% | $82,448+271.5% |
| Participation rate | 92.1% | 67.9%+24.2pp | 75.0%+17.1pp | 68.1%+24.0pp |
| Annual return | 14.10% | 30.86%-16.8pp | 180.65%-166.6pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,544 | $3,048-49.3% | $3,689-58.1% | $2,551-39.5% |
| Participant deferral / active EE | $8,592 | $4,036+112.9% | $5,072+69.4% | $4,139+107.6% |
| Admin fee / account holder | $20,521 | $7,146+187.2% | $8,859+131.6% | $7,234+183.7% |