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 | $569,975 | $109,881+418.7% | $150,045+279.9% | $84,808+572.1% |
| Participation rate | 97.7% | 76.1%+21.6pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 16.23% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $11,168 | $3,561+213.6% | $4,693+138.0% | $2,631+324.5% |
| Participant deferral / active EE | $15,919 | $6,636+139.9% | $7,997+99.1% | $4,212+278.0% |
| Admin fee / account holder | $13,696 | $8,568+59.8% | $13,435+1.9% | $7,344+86.5% |