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 | $607,628 | $95,416+536.8% | $185,823+227.0% | $85,850+607.8% |
| Participation rate | 91.7% | 68.8%+22.9pp | 81.7%+10.0pp | 69.3%+22.4pp |
| Annual return | 14.61% | 23.59%-9.0pp | 122.05%-107.4pp | 318.53%-303.9pp |
| Employer contribution / active EE | $34,259 | $3,314+933.9% | $5,167+563.0% | $2,565+1235.6% |
| Participant deferral / active EE | $4,731 | $3,423+38.2% | $5,568-15.0% | $3,952+19.7% |
| Admin fee / account holder | $16,305 | $7,213+126.1% | $16,237+0.4% | $6,260+160.5% |