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 | $762,055 | $115,770+558.3% | $101,248+652.7% | $158,922+379.5% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 15.87% | 56.14%-40.3pp | 46.47%-30.6pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,764 | $4,175-57.7% | $3,660-51.8% | $4,761-62.9% |
| Participant deferral / active EE | $5,468 | $4,957+10.3% | $4,370+25.1% | $5,982-8.6% |
| Admin fee / account holder | $1,250 | $7,245-82.7% | $5,945-79.0% | $11,246-88.9% |