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 | $748,715 | $77,899+861.1% | $149,673+400.2% | $75,163+896.1% |
| Participation rate | 97.9% | 65.6%+32.3pp | 78.8%+19.1pp | 67.2%+30.7pp |
| Annual return | 28.73% | 31.72%-3.0pp | 134.42%-105.7pp | 160.62%-131.9pp |
| Employer contribution / active EE | $26,202 | $3,137+735.2% | $4,818+443.9% | $2,670+881.4% |
| Participant deferral / active EE | $20,394 | $3,411+497.9% | $5,680+259.1% | $4,125+394.4% |
| Admin fee / account holder | $3,286 | $5,956-44.8% | $13,210-75.1% | $5,651-41.9% |