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 | $304,928 | $48,570+527.8% | $130,648+133.4% | $72,985+317.8% |
| Participation rate | 96.9% | 58.6%+38.4pp | 71.7%+25.2pp | 69.5%+27.4pp |
| Annual return | 21.63% | 38.63%-17.0pp | 1708.96%-1687.3pp | 81.00%-59.4pp |
| Employer contribution / active EE | $6,392 | $1,334+379.1% | $4,092+56.2% | $2,440+162.0% |
| Participant deferral / active EE | $9,578 | $2,384+301.8% | $3,603+165.8% | $3,607+165.5% |
| Admin fee / account holder | $4,233 | $3,549+19.3% | $5,464-22.5% | $5,124-17.4% |