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 | $447,949 | $91,190+391.2% | $178,490+151.0% | $79,858+460.9% |
| Participation rate | 90.0% | 69.2%+20.8pp | 81.9%+8.1pp | 69.6%+20.4pp |
| Annual return | 11.74% | 24.19%-12.4pp | 151.07%-139.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $19,786 | $3,256+507.7% | $5,011+294.9% | $2,471+700.8% |
| Participant deferral / active EE | $15,549 | $3,236+380.5% | $5,202+198.9% | $3,740+315.8% |
| Admin fee / account holder | $7,297 | $6,751+8.1% | $13,984-47.8% | $5,306+37.5% |