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 | $271,355 | $102,317+165.2% | $146,958+84.6% | $80,856+235.6% |
| Participation rate | 81.7% | 75.8%+5.9pp | 82.2%-0.5pp | 67.6%+14.1pp |
| Annual return | 20.22% | 134.76%-114.5pp | 418.34%-398.1pp | 35.59%-15.4pp |
| Employer contribution / active EE | $6,830 | $3,713+83.9% | $4,933+38.5% | $2,755+147.9% |
| Participant deferral / active EE | $13,620 | $6,644+105.0% | $8,070+68.8% | $4,296+217.1% |
| Admin fee / account holder | $835 | $7,941-89.5% | $12,998-93.6% | $6,918-87.9% |