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 | $253,262 | $117,841+114.9% | $102,423+147.3% | $145,922+73.6% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 11.64% | 31.65%-20.0pp | 29.32%-17.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,307 | $3,615-36.2% | $3,023-23.7% | $4,660-50.5% |
| Participant deferral / active EE | $6,779 | $5,731+18.3% | $5,053+34.2% | $6,688+1.4% |
| Admin fee / account holder | $7,944 | $13,326-40.4% | $9,451-15.9% | $13,397-40.7% |