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 | $603,525 | $74,888+705.9% | $71,209+747.5% | $142,382+323.9% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.1%-3.2pp |
| Annual return | 13.92% | 345.14%-331.2pp | 282.51%-268.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $5,456 | $2,854+91.2% | $2,721+100.5% | $4,299+26.9% |
| Participant deferral / active EE | $9,793 | $4,454+119.9% | $4,175+134.6% | $6,507+50.5% |
| Admin fee / account holder | $17,098 | $5,568+207.1% | $5,349+219.7% | $12,624+35.4% |