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 | $465,790 | $72,277+544.5% | $101,248+360.0% | $79,858+483.3% |
| Participation rate | 97.8% | 68.5%+29.4pp | 75.8%+22.0pp | 69.6%+28.2pp |
| Annual return | 18.39% | 22.30%-3.9pp | 46.47%-28.1pp | 31.71%-13.3pp |
| Employer contribution / active EE | $17,048 | $2,692+533.4% | $3,660+365.9% | $2,471+590.0% |
| Participant deferral / active EE | $17,404 | $3,282+430.3% | $4,370+298.2% | $3,740+365.3% |
| Admin fee / account holder | $31,456 | $4,400+614.8% | $5,945+429.1% | $5,306+492.8% |