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 | $592,248 | $185,822+218.7% | $169,993+248.4% | $139,434+324.8% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 16.29% | 60.50%-44.2pp | 53.37%-37.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $34,496 | $7,590+354.5% | $6,785+408.4% | $4,751+626.1% |
| Participant deferral / active EE | $11,612 | $11,622-0.1% | $10,408+11.6% | $6,710+73.0% |
| Admin fee / account holder | $4,017 | $15,381-73.9% | $12,815-68.7% | $11,403-64.8% |