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 | $602,749 | $89,355+574.6% | $141,162+327.0% | $72,985+725.9% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 20.02% | 111.85%-91.8pp | 71.39%-51.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $16,314 | $3,114+423.8% | $4,735+244.5% | $2,440+568.6% |
| Participant deferral / active EE | $11,818 | $5,418+118.1% | $6,709+76.1% | $3,607+227.6% |
| Admin fee / account holder | $58,335 | $5,958+879.1% | $10,261+468.5% | $5,124+1038.4% |