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 | $321,449 | $85,202+277.3% | $172,739+86.1% | $72,985+340.4% |
| Participation rate | 92.6% | 70.1%+22.5pp | 82.6%+9.9pp | 69.5%+23.1pp |
| Annual return | 16.30% | 27.32%-11.0pp | 802.84%-786.5pp | 81.00%-64.7pp |
| Employer contribution / active EE | $8,425 | $3,324+153.4% | $5,143+63.8% | $2,440+245.3% |
| Participant deferral / active EE | $5,352 | $3,260+64.2% | $5,198+3.0% | $3,607+48.4% |
| Admin fee / account holder | $8,779 | $5,884+49.2% | $13,954-37.1% | $5,124+71.3% |