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 | $413,049 | $103,376+299.6% | $87,100+374.2% | $152,861+170.2% |
| Participation rate | 88.9% | 79.3%+9.5pp | 76.9%+12.0pp | 82.4%+6.4pp |
| Annual return | 19.28% | 28.10%-8.8pp | 28.19%-8.9pp | 345.32%-326.0pp |
| Employer contribution / active EE | $7,832 | $3,220+143.2% | $2,521+210.6% | $4,762+64.5% |
| Participant deferral / active EE | $8,267 | $4,778+73.0% | $4,049+104.2% | $5,850+41.3% |
| Admin fee / account holder | $1,778 | $12,205-85.4% | $7,497-76.3% | $11,596-84.7% |