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 | $333,574 | $78,672+324.0% | $109,143+205.6% | $85,850+288.6% |
| Participation rate | 90.5% | 68.3%+22.2pp | 75.9%+14.6pp | 69.3%+21.2pp |
| Annual return | 12.54% | 25.09%-12.5pp | 25.75%-13.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,366 | $2,735-50.0% | $3,722-63.3% | $2,565-46.7% |
| Participant deferral / active EE | $9,558 | $3,467+175.7% | $4,653+105.4% | $3,952+141.9% |
| Admin fee / account holder | $20,023 | $5,469+266.1% | $6,752+196.5% | $6,260+219.9% |