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 | $311,435 | $63,346+391.6% | $92,233+237.7% | $70,131+344.1% |
| Participation rate | 89.7% | 68.7%+21.0pp | 76.5%+13.2pp | 69.5%+20.1pp |
| Annual return | 18.19% | 530.12%-511.9pp | 176.28%-158.1pp | 73.14%-54.9pp |
| Employer contribution / active EE | $9,684 | $2,471+291.9% | $3,679+163.2% | $2,342+313.4% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,372 | $3,840+144.0% | $5,194+80.5% | $4,645+101.8% |