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 | $285,808 | $77,899+266.9% | $149,673+91.0% | $75,163+280.2% |
| Participation rate | 97.7% | 65.6%+32.1pp | 78.8%+18.9pp | 67.2%+30.5pp |
| Annual return | 14.99% | 31.72%-16.7pp | 134.42%-119.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $11,311 | $3,137+260.5% | $4,818+134.8% | $2,670+323.7% |
| Participant deferral / active EE | $5,997 | $3,411+75.8% | $5,680+5.6% | $4,125+45.4% |
| Admin fee / account holder | $2,497 | $5,956-58.1% | $13,210-81.1% | $5,651-55.8% |