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 | $408,747 | $98,750+313.9% | $149,696+173.1% | $79,858+411.8% |
| Participation rate | 97.4% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.8pp |
| Annual return | 16.61% | 27.43%-10.8pp | 276.60%-260.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $5,507 | $3,216+71.2% | $4,644+18.6% | $2,471+122.9% |
| Participant deferral / active EE | $14,810 | $5,680+160.7% | $6,842+116.5% | $3,740+296.0% |
| Admin fee / account holder | $6,262 | $6,053+3.5% | $9,309-32.7% | $5,306+18.0% |