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 | $264,958 | $102,317+159.0% | $146,958+80.3% | $80,856+227.7% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.2%+14.3pp | 67.6%+28.8pp |
| Annual return | 15.74% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,932 | $3,713-21.0% | $4,933-40.6% | $2,755+6.4% |
| Participant deferral / active EE | $10,664 | $6,644+60.5% | $8,070+32.1% | $4,296+148.2% |
| Admin fee / account holder | $773 | $7,941-90.3% | $12,998-94.1% | $6,918-88.8% |