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 | $584,423 | $111,754+423.0% | $103,333+465.6% | $145,922+300.5% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 18.51% | 24.77%-6.3pp | 24.88%-6.4pp | 561.29%-542.8pp |
| Employer contribution / active EE | $16,550 | $4,212+292.9% | $3,868+327.9% | $4,660+255.2% |
| Participant deferral / active EE | $12,359 | $5,619+120.0% | $5,057+144.4% | $6,688+84.8% |
| Admin fee / account holder | $4,411 | $9,750-54.8% | $8,355-47.2% | $13,397-67.1% |