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 | $274,033 | $89,753+205.3% | $107,525+154.9% | $84,808+223.1% |
| Participation rate | 92.5% | 68.1%+24.4pp | 75.1%+17.4pp | 68.3%+24.2pp |
| Annual return | 16.31% | 29.48%-13.2pp | 181.32%-165.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $6,284 | $3,113+101.8% | $3,754+67.4% | $2,631+138.8% |
| Participant deferral / active EE | $12,567 | $4,056+209.8% | $5,116+145.7% | $4,212+198.4% |
| Admin fee / account holder | $17,223 | $7,222+138.5% | $8,919+93.1% | $7,344+134.5% |