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 | $252,272 | $91,190+176.6% | $178,490+41.3% | $79,858+215.9% |
| Participation rate | 97.7% | 69.2%+28.5pp | 81.9%+15.8pp | 69.6%+28.1pp |
| Annual return | 13.83% | 24.19%-10.4pp | 151.07%-137.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $10,618 | $3,256+226.1% | $5,011+111.9% | $2,471+329.7% |
| Participant deferral / active EE | $5,021 | $3,236+55.2% | $5,202-3.5% | $3,740+34.3% |
| Admin fee / account holder | $8,814 | $6,751+30.6% | $13,984-37.0% | $5,306+66.1% |