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 | $250,089 | $85,766+191.6% | $136,294+83.5% | $70,131+256.6% |
| Participation rate | 83.8% | 74.2%+9.6pp | 81.9%+1.9pp | 69.5%+14.2pp |
| Annual return | 16.63% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $6,765 | $2,966+128.1% | $4,695+44.1% | $2,342+188.8% |
| Participant deferral / active EE | $9,174 | $5,051+81.6% | $6,247+46.8% | $3,332+175.3% |
| Admin fee / account holder | $31,158 | $5,420+474.8% | $9,243+237.1% | $4,645+570.7% |