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 | $250,401 | $101,724+146.2% | $164,813+51.9% | $80,856+209.7% |
| Participation rate | 96.5% | 71.8%+24.7pp | 78.6%+17.9pp | 67.6%+28.9pp |
| Annual return | 11.00% | 16.72%-5.7pp | 69.93%-58.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $4,875 | $2,953+65.1% | $4,341+12.3% | $2,755+77.0% |
| Participant deferral / active EE | $8,199 | $4,477+83.1% | $6,031+35.9% | $4,296+90.9% |
| Admin fee / account holder | $6,864 | $8,227-16.6% | $12,690-45.9% | $6,918-0.8% |