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 | $362,542 | $87,733+313.2% | $106,548+240.3% | $85,850+322.3% |
| Participation rate | 87.8% | 71.9%+15.9pp | 76.1%+11.7pp | 69.3%+18.5pp |
| Annual return | 17.61% | 21.86%-4.2pp | 26.80%-9.2pp | 318.53%-300.9pp |
| Employer contribution / active EE | $8,365 | $2,073+303.5% | $2,819+196.7% | $2,565+226.1% |
| Participant deferral / active EE | $7,505 | $3,469+116.3% | $4,398+70.7% | $3,952+89.9% |
| Admin fee / account holder | $1,859 | $6,767-72.5% | $7,407-74.9% | $6,260-70.3% |