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 | $653,578 | $109,881+494.8% | $150,045+335.6% | $84,808+670.7% |
| Participation rate | 98.2% | 76.1%+22.1pp | 82.3%+15.9pp | 68.3%+29.9pp |
| Annual return | 15.51% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $11,010 | $3,561+209.2% | $4,693+134.6% | $2,631+318.5% |
| Participant deferral / active EE | $16,441 | $6,636+147.8% | $7,997+105.6% | $4,212+290.4% |
| Admin fee / account holder | $34,873 | $8,568+307.0% | $13,435+159.6% | $7,344+374.9% |