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 9-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 | $299,616 | $85,202+251.7% | $172,739+73.5% | $72,985+310.5% |
| Participation rate | 94.1% | 70.1%+24.1pp | 82.6%+11.5pp | 69.5%+24.6pp |
| Annual return | 17.09% | 27.32%-10.2pp | 802.84%-785.8pp | 81.00%-63.9pp |
| Employer contribution / active EE | $2,048 | $3,324-38.4% | $5,143-60.2% | $2,440-16.0% |
| Participant deferral / active EE | $6,318 | $3,260+93.8% | $5,198+21.5% | $3,607+75.1% |
| Admin fee / account holder | $772 | $5,884-86.9% | $13,954-94.5% | $5,124-84.9% |