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 | $321,715 | $74,888+329.6% | $71,209+351.8% | $142,382+126.0% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 21.07% | 345.14%-324.1pp | 282.51%-261.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $22,662 | $2,854+694.0% | $2,721+732.9% | $4,299+427.1% |
| Participant deferral / active EE | $10,944 | $4,454+145.7% | $4,175+162.1% | $6,507+68.2% |
| Admin fee / account holder | $6,696 | $5,568+20.2% | $5,349+25.2% | $12,624-47.0% |