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 | $730,504 | $77,899+837.8% | $149,673+388.1% | $75,163+871.9% |
| Participation rate | 96.8% | 65.6%+31.2pp | 78.8%+18.0pp | 67.2%+29.6pp |
| Annual return | 16.05% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $27,611 | $3,137+780.0% | $4,818+473.1% | $2,670+934.2% |
| Participant deferral / active EE | $21,737 | $3,411+537.3% | $5,680+282.7% | $4,125+427.0% |
| Admin fee / account holder | $25,950 | $5,956+335.7% | $13,210+96.4% | $5,651+359.2% |