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 | $252,540 | $84,233+199.8% | $170,442+48.2% | $70,131+260.1% |
| Participation rate | 97.1% | 70.8%+26.3pp | 83.6%+13.5pp | 69.5%+27.6pp |
| Annual return | 17.08% | 23.06%-6.0pp | 205.93%-188.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $11,863 | $3,387+250.3% | $5,433+118.4% | $2,342+406.5% |
| Participant deferral / active EE | $6,586 | $3,086+113.4% | $4,939+33.3% | $3,332+97.7% |
| Admin fee / account holder | $13,473 | $5,698+136.4% | $13,880-2.9% | $4,645+190.0% |