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 | $594,710 | $135,952+337.4% | $123,892+380.0% | $273,961+117.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.85% | 56.63%-47.8pp | 47.52%-38.7pp | 41.45%-32.6pp |
| Employer contribution / active EE | $5,697 | $5,170+10.2% | $4,617+23.4% | $4,869+17.0% |
| Participant deferral / active EE | $5,716 | $6,343-9.9% | $5,984-4.5% | $5,287+8.1% |
| Admin fee / account holder | $81,194 | $9,817+727.1% | $8,357+871.6% | $10,132+701.4% |