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 | $290,922 | $98,750+194.6% | $149,696+94.3% | $79,858+264.3% |
| Participation rate | 72.6% | 75.8%-3.2pp | 82.5%-9.9pp | 69.6%+2.9pp |
| Annual return | 18.20% | 27.43%-9.2pp | 276.60%-258.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $8,804 | $3,216+173.7% | $4,644+89.6% | $2,471+256.3% |
| Participant deferral / active EE | $8,318 | $5,680+46.4% | $6,842+21.6% | $3,740+122.4% |
| Admin fee / account holder | $38,963 | $6,053+543.7% | $9,309+318.6% | $5,306+634.3% |