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 | $598,728 | $176,056+240.1% | $159,436+275.5% | $167,490+257.5% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 11.99% | 331.75%-319.8pp | 263.57%-251.6pp | 478.56%-466.6pp |
| Employer contribution / active EE | $3,402 | $5,297-35.8% | $4,829-29.6% | $4,837-29.7% |
| Participant deferral / active EE | $9,167 | $7,750+18.3% | $7,352+24.7% | $6,341+44.6% |
| Admin fee / account holder | $8,780 | $12,554-30.1% | $10,799-18.7% | $12,309-28.7% |