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 | $252,473 | $91,190+176.9% | $178,490+41.4% | $79,858+216.2% |
| Participation rate | 84.0% | 69.2%+14.8pp | 81.9%+2.0pp | 69.6%+14.3pp |
| Annual return | 22.27% | 24.19%-1.9pp | 151.07%-128.8pp | 31.71%-9.4pp |
| Employer contribution / active EE | $8,321 | $3,256+155.6% | $5,011+66.1% | $2,471+236.8% |
| Participant deferral / active EE | $5,723 | $3,236+76.8% | $5,202+10.0% | $3,740+53.0% |
| Admin fee / account holder | $7,887 | $6,751+16.8% | $13,984-43.6% | $5,306+48.6% |