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 | $601,544 | $163,101+268.8% | $136,749+339.9% | $142,382+322.5% |
| Participation rate | 85.7% | 78.2%+7.5pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 14.65% | 27.54%-12.9pp | 24.33%-9.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $20,212 | $4,117+391.0% | $3,400+494.5% | $4,299+370.1% |
| Participant deferral / active EE | $13,286 | $5,585+137.9% | $4,692+183.2% | $6,507+104.2% |
| Admin fee / account holder | $6,196 | $14,318-56.7% | $11,386-45.6% | $12,624-50.9% |