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 | $345,146 | $77,899+343.1% | $149,673+130.6% | $75,163+359.2% |
| Participation rate | 94.7% | 65.6%+29.2pp | 78.8%+16.0pp | 67.2%+27.5pp |
| Annual return | 16.24% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $10,695 | $3,137+240.9% | $4,818+122.0% | $2,670+300.6% |
| Participant deferral / active EE | $7,915 | $3,411+132.0% | $5,680+39.3% | $4,125+91.9% |
| Admin fee / account holder | $8,709 | $5,956+46.2% | $13,210-34.1% | $5,651+54.1% |