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 | $539,586 | $133,958+302.8% | $112,228+380.8% | $134,475+301.3% |
| Participation rate | 95.8% | 78.6%+17.3pp | 75.1%+20.8pp | 81.2%+14.6pp |
| Annual return | 12.08% | 47.11%-35.0pp | 27.45%-15.4pp | 417.96%-405.9pp |
| Employer contribution / active EE | $11,244 | $4,038+178.5% | $3,635+209.4% | $4,740+137.2% |
| Participant deferral / active EE | $3,858 | $5,291-27.1% | $4,728-18.4% | $6,400-39.7% |
| Admin fee / account holder | $55,504 | $7,489+641.2% | $6,410+765.9% | $11,426+385.8% |