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 | $349,055 | $98,750+253.5% | $149,696+133.2% | $79,858+337.1% |
| Participation rate | 95.3% | 75.8%+19.6pp | 82.5%+12.9pp | 69.6%+25.7pp |
| Annual return | 15.42% | 27.43%-12.0pp | 276.60%-261.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $8,143 | $3,216+153.2% | $4,644+75.3% | $2,471+229.6% |
| Participant deferral / active EE | $13,037 | $5,680+129.5% | $6,842+90.5% | $3,740+248.6% |
| Admin fee / account holder | $16,698 | $6,053+175.9% | $9,309+79.4% | $5,306+214.7% |