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 | $647,569 | $179,726+260.3% | $156,263+314.4% | $142,382+354.8% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.9%+16.3pp | 80.1%+15.1pp |
| Annual return | 10.77% | 77.86%-67.1pp | 59.47%-48.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $12,456 | $5,069+145.7% | $4,333+187.5% | $4,299+189.7% |
| Participant deferral / active EE | $15,347 | $6,956+120.6% | $6,158+149.2% | $6,507+135.8% |
| Admin fee / account holder | $866 | $17,272-95.0% | $14,255-93.9% | $12,624-93.1% |