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 | $278,894 | $105,181+165.2% | $159,436+74.9% | $85,850+224.9% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.8%+14.4pp | 69.3%+27.9pp |
| Annual return | 15.81% | 45.07%-29.3pp | 263.57%-247.8pp | 318.53%-302.7pp |
| Employer contribution / active EE | $6,633 | $3,318+99.9% | $4,829+37.3% | $2,565+158.6% |
| Participant deferral / active EE | $10,212 | $5,945+71.8% | $7,352+38.9% | $3,952+158.4% |
| Admin fee / account holder | $1,990 | $6,933-71.3% | $10,799-81.6% | $6,260-68.2% |