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 | $269,350 | $52,279+415.2% | $89,391+201.3% | $79,858+237.3% |
| Participation rate | 94.4% | 57.5%+36.9pp | 68.0%+26.5pp | 69.6%+24.8pp |
| Annual return | 20.33% | 22.16%-1.8pp | 245.62%-225.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $6,687 | $1,572+325.5% | $2,586+158.6% | $2,471+170.6% |
| Participant deferral / active EE | $8,973 | $2,740+227.4% | $3,890+130.7% | $3,740+139.9% |
| Admin fee / account holder | $31,242 | $3,356+830.8% | $4,881+540.0% | $5,306+488.8% |