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 | $505,288 | $61,156+726.2% | $185,823+171.9% | $79,386+536.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 15.99% | 19.45%-3.5pp | 122.05%-106.1pp | 116.85%-100.9pp |
| Employer contribution / active EE | $21,031 | $2,321+806.3% | $5,167+307.0% | $2,427+766.4% |
| Participant deferral / active EE | $7,566 | $2,789+171.3% | $5,568+35.9% | $4,046+87.0% |
| Admin fee / account holder | $29,963 | $710+4122.7% | $16,237+84.5% | $626+4683.1% |