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 | $371,834 | $58,694+533.5% | $142,863+160.3% | $85,850+333.1% |
| Participation rate | 86.2% | 58.5%+27.7pp | 71.9%+14.2pp | 69.3%+16.8pp |
| Annual return | 13.19% | 27.72%-14.5pp | 5637.54%-5624.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $400 | $1,423-71.9% | $4,144-90.3% | $2,565-84.4% |
| Participant deferral / active EE | $9,274 | $2,607+255.7% | $3,837+141.7% | $3,952+134.7% |
| Admin fee / account holder | $13,613 | $4,239+221.1% | $6,560+107.5% | $6,260+117.5% |