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 | $254,498 | $98,750+157.7% | $149,696+70.0% | $79,858+218.7% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 13.22% | 27.43%-14.2pp | 276.60%-263.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $4,137 | $3,216+28.6% | $4,644-10.9% | $2,471+67.4% |
| Participant deferral / active EE | $12,899 | $5,680+127.1% | $6,842+88.5% | $3,740+244.9% |
| Admin fee / account holder | $11,157 | $6,053+84.3% | $9,309+19.9% | $5,306+110.3% |