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 | $250,757 | $77,899+221.9% | $149,673+67.5% | $75,163+233.6% |
| Participation rate | 96.6% | 65.6%+31.0pp | 78.8%+17.8pp | 67.2%+29.4pp |
| Annual return | 18.30% | 31.72%-13.4pp | 134.42%-116.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $21,315 | $3,137+579.4% | $4,818+342.4% | $2,670+698.4% |
| Participant deferral / active EE | $21,928 | $3,411+542.9% | $5,680+286.1% | $4,125+431.6% |
| Admin fee / account holder | $2,312 | $5,956-61.2% | $13,210-82.5% | $5,651-59.1% |