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 | $335,429 | $91,190+267.8% | $178,490+87.9% | $79,858+320.0% |
| Participation rate | 96.7% | 69.2%+27.5pp | 81.9%+14.7pp | 69.6%+27.0pp |
| Annual return | 10.16% | 24.19%-14.0pp | 151.07%-140.9pp | 31.71%-21.6pp |
| Employer contribution / active EE | $10,308 | $3,256+216.6% | $5,011+105.7% | $2,471+317.2% |
| Participant deferral / active EE | $17,744 | $3,236+448.3% | $5,202+241.1% | $3,740+374.4% |
| Admin fee / account holder | $7,096 | $6,751+5.1% | $13,984-49.3% | $5,306+33.7% |