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 | $274,410 | $117,841+132.9% | $102,423+167.9% | $145,922+88.1% |
| Participation rate | 93.8% | 78.6%+15.2pp | 76.5%+17.3pp | 80.3%+13.5pp |
| Annual return | 10.37% | 31.65%-21.3pp | 29.32%-19.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $965 | $3,615-73.3% | $3,023-68.1% | $4,660-79.3% |
| Participant deferral / active EE | $9,084 | $5,731+58.5% | $5,053+79.8% | $6,688+35.8% |
| Admin fee / account holder | $53,113 | $13,326+298.6% | $9,451+462.0% | $13,397+296.5% |