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 | $321,174 | $95,416+236.6% | $185,823+72.8% | $85,850+274.1% |
| Participation rate | 90.0% | 68.8%+21.2pp | 81.7%+8.3pp | 69.3%+20.7pp |
| Annual return | 13.41% | 23.59%-10.2pp | 122.05%-108.6pp | 318.53%-305.1pp |
| Employer contribution / active EE | $10,916 | $3,314+229.4% | $5,167+111.2% | $2,565+325.5% |
| Participant deferral / active EE | $6,279 | $3,423+83.4% | $5,568+12.8% | $3,952+58.9% |
| Admin fee / account holder | $3,001 | $7,213-58.4% | $16,237-81.5% | $6,260-52.1% |