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 | $301,677 | $91,190+230.8% | $178,490+69.0% | $79,858+277.8% |
| Participation rate | 93.5% | 69.2%+24.3pp | 81.9%+11.6pp | 69.6%+23.9pp |
| Annual return | 14.73% | 24.19%-9.5pp | 151.07%-136.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $9,097 | $3,256+179.4% | $5,011+81.6% | $2,471+268.2% |
| Participant deferral / active EE | $5,669 | $3,236+75.2% | $5,202+9.0% | $3,740+51.6% |
| Admin fee / account holder | $1,211 | $6,751-82.1% | $13,984-91.3% | $5,306-77.2% |