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 | $580,395 | $95,416+508.3% | $185,823+212.3% | $85,850+576.1% |
| Participation rate | 98.2% | 68.8%+29.5pp | 81.7%+16.5pp | 69.3%+28.9pp |
| Annual return | 18.13% | 23.59%-5.5pp | 122.05%-103.9pp | 318.53%-300.4pp |
| Employer contribution / active EE | $34,399 | $3,314+938.1% | $5,167+565.7% | $2,565+1241.0% |
| Participant deferral / active EE | $19,226 | $3,423+461.6% | $5,568+245.3% | $3,952+386.5% |
| Admin fee / account holder | $10,276 | $7,213+42.5% | $16,237-36.7% | $6,260+64.2% |