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 | $270,479 | $72,404+273.6% | $110,238+145.4% | $64,186+321.4% |
| Participation rate | 97.1% | 73.3%+23.8pp | 79.8%+17.3pp | 69.6%+27.6pp |
| Annual return | 9.63% | -6.29%+15.9pp | 314.74%-305.1pp | 7.63%+2.0pp |
| Employer contribution / active EE | $4,245 | $2,282+86.0% | $3,826+10.9% | $2,381+78.3% |
| Participant deferral / active EE | $8,076 | $3,469+132.8% | $4,672+72.9% | $3,470+132.8% |
| Admin fee / account holder | $1,831 | $5,664-67.7% | $8,547-78.6% | $4,888-62.5% |