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 | $357,079 | $111,724+219.6% | $93,606+281.5% | $145,922+144.7% |
| Participation rate | 94.1% | 74.2%+19.9pp | 68.7%+25.4pp | 80.3%+13.8pp |
| Annual return | 14.68% | 202.98%-188.3pp | 133.20%-118.5pp | 561.29%-546.6pp |
| Employer contribution / active EE | $3,022 | $3,090-2.2% | $2,420+24.9% | $4,660-35.2% |
| Participant deferral / active EE | $10,135 | $4,912+106.3% | $4,411+129.8% | $6,688+51.6% |
| Admin fee / account holder | $1,466 | $10,250-85.7% | $8,285-82.3% | $13,397-89.1% |