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 | $287,546 | $89,355+221.8% | $141,162+103.7% | $72,985+294.0% |
| Participation rate | 94.1% | 75.1%+19.0pp | 82.5%+11.6pp | 69.5%+24.6pp |
| Annual return | 20.01% | 111.85%-91.8pp | 71.39%-51.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $7,316 | $3,114+134.9% | $4,735+54.5% | $2,440+199.8% |
| Participant deferral / active EE | $5,933 | $5,418+9.5% | $6,709-11.6% | $3,607+64.5% |
| Admin fee / account holder | $21,046 | $5,958+253.2% | $10,261+105.1% | $5,124+310.7% |