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 | $254,092 | $89,355+184.4% | $141,162+80.0% | $72,985+248.1% |
| Participation rate | 97.1% | 75.1%+21.9pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 27.03% | 111.85%-84.8pp | 71.39%-44.4pp | 81.00%-54.0pp |
| Employer contribution / active EE | $6,413 | $3,114+105.9% | $4,735+35.4% | $2,440+162.9% |
| Participant deferral / active EE | $8,189 | $5,418+51.2% | $6,709+22.1% | $3,607+127.0% |
| Admin fee / account holder | $3,499 | $5,958-41.3% | $10,261-65.9% | $5,124-31.7% |