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 | $276,764 | $102,317+170.5% | $146,958+88.3% | $80,856+242.3% |
| Participation rate | 89.7% | 75.8%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 11.93% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,515 | $3,713-32.3% | $4,933-49.0% | $2,755-8.7% |
| Participant deferral / active EE | $5,847 | $6,644-12.0% | $8,070-27.6% | $4,296+36.1% |
| Admin fee / account holder | $26,069 | $7,941+228.3% | $12,998+100.6% | $6,918+276.8% |