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 | $312,123 | $102,382+204.9% | $147,005+112.3% | $80,874+285.9% |
| Participation rate | 92.1% | 75.8%+16.2pp | 82.2%+9.9pp | 67.6%+24.4pp |
| Annual return | 12.83% | 134.89%-122.1pp | 418.76%-405.9pp | 35.62%-22.8pp |
| Employer contribution / active EE | $12,341 | $3,715+232.2% | $4,934+150.1% | $2,756+347.8% |
| Participant deferral / active EE | $9,589 | $6,646+44.3% | $8,070+18.8% | $4,297+123.2% |
| Admin fee / account holder | $15,924 | $7,942+100.5% | $13,006+22.4% | $6,935+129.6% |