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 | $281,055 | $91,552+207.0% | $133,956+109.8% | $79,858+251.9% |
| Participation rate | 77.8% | 73.3%+4.4pp | 79.8%-2.1pp | 69.6%+8.1pp |
| Annual return | 11.98% | 61.85%-49.9pp | 45.09%-33.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $6,037 | $2,384+153.3% | $3,919+54.1% | $2,471+144.3% |
| Participant deferral / active EE | $10,149 | $3,733+171.8% | $5,048+101.1% | $3,740+171.4% |
| Admin fee / account holder | $40,146 | $6,321+535.1% | $8,927+349.7% | $5,306+656.6% |