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 | $270,390 | $95,416+183.4% | $185,823+45.5% | $85,850+215.0% |
| Participation rate | 84.0% | 68.8%+15.2pp | 81.7%+2.3pp | 69.3%+14.7pp |
| Annual return | 13.29% | 23.59%-10.3pp | 122.05%-108.8pp | 318.53%-305.2pp |
| Employer contribution / active EE | $6,636 | $3,314+100.3% | $5,167+28.4% | $2,565+158.7% |
| Participant deferral / active EE | $7,580 | $3,423+121.4% | $5,568+36.1% | $3,952+91.8% |
| Admin fee / account holder | $2,080 | $7,213-71.2% | $16,237-87.2% | $6,260-66.8% |