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 | $614,011 | $124,425+393.5% | $112,040+448.0% | $137,256+347.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.96% | 24.72%-8.8pp | 24.52%-8.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $8,333 | $3,411+144.3% | $2,954+182.1% | $4,156+100.5% |
| Participant deferral / active EE | $11,333 | $5,718+98.2% | $5,098+122.3% | $6,407+76.9% |
| Admin fee / account holder | $20,813 | $15,207+36.9% | $12,098+72.0% | $12,270+69.6% |