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 | $619,894 | $93,571+562.5% | $135,903+356.1% | $75,163+724.7% |
| Participation rate | 91.1% | 75.2%+15.9pp | 81.9%+9.2pp | 67.2%+23.9pp |
| Annual return | 16.15% | 30.90%-14.8pp | 68.23%-52.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $15,655 | $3,537+342.6% | $4,856+222.4% | $2,670+486.4% |
| Participant deferral / active EE | $16,783 | $6,404+162.1% | $7,758+116.3% | $4,125+306.8% |
| Admin fee / account holder | $186,376 | $6,975+2571.9% | $10,762+1631.8% | $5,651+3198.2% |