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 | $843,126 | $202,432+316.5% | $169,368+397.8% | $139,434+504.7% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 19.21% | 531.74%-512.5pp | 405.60%-386.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $20,104 | $4,692+328.4% | $4,013+401.0% | $4,751+323.2% |
| Participant deferral / active EE | $14,750 | $6,938+112.6% | $6,221+137.1% | $6,710+119.8% |
| Admin fee / account holder | $7,545 | $10,708-29.5% | $9,003-16.2% | $11,403-33.8% |