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 | $324,561 | $102,382+217.0% | $147,005+120.8% | $80,874+301.3% |
| Participation rate | 91.8% | 75.8%+16.0pp | 82.2%+9.7pp | 67.6%+24.2pp |
| Annual return | 12.87% | 134.89%-122.0pp | 418.76%-405.9pp | 35.62%-22.7pp |
| Employer contribution / active EE | $8,290 | $3,715+123.2% | $4,934+68.0% | $2,756+200.9% |
| Participant deferral / active EE | $10,686 | $6,646+60.8% | $8,070+32.4% | $4,297+148.7% |
| Admin fee / account holder | $20,113 | $7,942+153.2% | $13,006+54.6% | $6,935+190.0% |