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 | $747,059 | $148,534+403.0% | $135,903+449.7% | $139,434+435.8% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 20.33% | 79.19%-58.9pp | 68.23%-47.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $7,202 | $5,243+37.4% | $4,856+48.3% | $4,751+51.6% |
| Participant deferral / active EE | $16,588 | $8,100+104.8% | $7,758+113.8% | $6,710+147.2% |
| Admin fee / account holder | $7,840 | $12,400-36.8% | $10,762-27.2% | $11,403-31.2% |