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 8-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 | $269,765 | $81,248+232.0% | $155,509+73.5% | $80,856+233.6% |
| Participation rate | 90.0% | 66.2%+23.8pp | 78.2%+11.8pp | 67.6%+22.4pp |
| Annual return | 16.81% | 33.31%-16.5pp | 64.67%-47.9pp | 35.59%-18.8pp |
| Employer contribution / active EE | $23,544 | $3,100+659.4% | $4,672+403.9% | $2,755+754.7% |
| Participant deferral / active EE | $14,881 | $3,452+331.1% | $5,626+164.5% | $4,296+246.4% |
| Admin fee / account holder | $2,837 | $7,997-64.5% | $15,912-82.2% | $6,918-59.0% |