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 6-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 | $284,857 | $102,317+178.4% | $146,958+93.8% | $80,856+252.3% |
| Participation rate | 98.7% | 75.8%+22.8pp | 82.2%+16.5pp | 67.6%+31.0pp |
| Annual return | 11.98% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $5,730 | $3,713+54.3% | $4,933+16.2% | $2,755+108.0% |
| Participant deferral / active EE | $13,868 | $6,644+108.7% | $8,070+71.9% | $4,296+222.8% |
| Admin fee / account holder | $14,169 | $7,941+78.4% | $12,998+9.0% | $6,918+104.8% |