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 | $443,482 | $102,382+333.2% | $147,005+201.7% | $80,874+448.4% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 16.07% | 134.89%-118.8pp | 418.76%-402.7pp | 35.62%-19.5pp |
| Employer contribution / active EE | $9,370 | $3,715+152.2% | $4,934+89.9% | $2,756+240.0% |
| Participant deferral / active EE | $15,095 | $6,646+127.1% | $8,070+87.1% | $4,297+251.3% |
| Admin fee / account holder | $25,833 | $7,942+225.3% | $13,006+98.6% | $6,935+272.5% |