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 | $288,213 | $86,286+234.0% | $111,297+159.0% | $85,850+235.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 13.10% | 19.99%-6.9pp | 54.65%-41.5pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,902 | $2,043-6.9% | $2,731-30.4% | $2,565-25.8% |
| Participant deferral / active EE | $5,944 | $3,641+63.3% | $4,487+32.5% | $3,952+50.4% |
| Admin fee / account holder | $36,815 | $8,188+349.6% | $7,964+362.3% | $6,260+488.1% |