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 | $301,049 | $102,317+194.2% | $146,958+104.9% | $80,856+272.3% |
| Participation rate | 94.9% | 75.8%+19.0pp | 82.2%+12.7pp | 67.6%+27.2pp |
| Annual return | 14.98% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $7,597 | $3,713+104.6% | $4,933+54.0% | $2,755+175.8% |
| Participant deferral / active EE | $14,255 | $6,644+114.6% | $8,070+76.6% | $4,296+231.8% |
| Admin fee / account holder | $9,791 | $7,941+23.3% | $12,998-24.7% | $6,918+41.5% |