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 | $395,973 | $93,571+323.2% | $135,903+191.4% | $75,163+426.8% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 17.72% | 30.90%-13.2pp | 68.23%-50.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $8,849 | $3,537+150.2% | $4,856+82.2% | $2,670+231.5% |
| Participant deferral / active EE | $12,713 | $6,404+98.5% | $7,758+63.9% | $4,125+208.2% |
| Admin fee / account holder | $12,326 | $6,975+76.7% | $10,762+14.5% | $5,651+118.1% |