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 | $310,350 | $91,190+240.3% | $178,490+73.9% | $79,858+288.6% |
| Participation rate | 93.9% | 69.2%+24.7pp | 81.9%+12.0pp | 69.6%+24.3pp |
| Annual return | 12.96% | 24.19%-11.2pp | 151.07%-138.1pp | 31.71%-18.8pp |
| Employer contribution / active EE | $9,484 | $3,256+191.3% | $5,011+89.3% | $2,471+283.8% |
| Participant deferral / active EE | $5,391 | $3,236+66.6% | $5,202+3.6% | $3,740+44.1% |
| Admin fee / account holder | $2,817 | $6,751-58.3% | $13,984-79.9% | $5,306-46.9% |