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 | $325,467 | $85,202+282.0% | $172,739+88.4% | $72,985+345.9% |
| Participation rate | 88.7% | 70.1%+18.6pp | 82.6%+6.1pp | 69.5%+19.2pp |
| Annual return | 23.34% | 27.32%-4.0pp | 802.84%-779.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $6,581 | $3,324+98.0% | $5,143+28.0% | $2,440+169.7% |
| Participant deferral / active EE | $7,395 | $3,260+126.8% | $5,198+42.3% | $3,607+105.0% |
| Admin fee / account holder | $5,973 | $5,884+1.5% | $13,954-57.2% | $5,124+16.6% |