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 | $263,517 | $102,317+157.5% | $146,958+79.3% | $80,856+225.9% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.2%+16.8pp | 67.6%+31.3pp |
| Annual return | 15.40% | 134.76%-119.4pp | 418.34%-402.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $9,083 | $3,713+144.6% | $4,933+84.1% | $2,755+229.7% |
| Participant deferral / active EE | $19,016 | $6,644+186.2% | $8,070+135.6% | $4,296+342.7% |
| Admin fee / account holder | $10,301 | $7,941+29.7% | $12,998-20.7% | $6,918+48.9% |