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 | $256,478 | $84,233+204.5% | $170,442+50.5% | $70,131+265.7% |
| Participation rate | 94.7% | 70.8%+23.9pp | 83.6%+11.1pp | 69.5%+25.2pp |
| Annual return | 13.34% | 23.06%-9.7pp | 205.93%-192.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $8,996 | $3,387+165.6% | $5,433+65.6% | $2,342+284.0% |
| Participant deferral / active EE | $6,519 | $3,086+111.2% | $4,939+32.0% | $3,332+95.7% |
| Admin fee / account holder | $1,770 | $5,698-68.9% | $13,880-87.2% | $4,645-61.9% |