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 | $519,706 | $80,968+541.9% | $96,544+438.3% | $75,163+591.4% |
| Participation rate | 85.3% | 71.8%+13.5pp | 76.0%+9.3pp | 67.2%+18.1pp |
| Annual return | 13.06% | 27.06%-14.0pp | 25.84%-12.8pp | 160.62%-147.6pp |
| Employer contribution / active EE | $19,160 | $2,282+739.7% | $2,965+546.2% | $2,670+617.7% |
| Participant deferral / active EE | $2,523 | $3,928-35.8% | $4,851-48.0% | $4,125-38.8% |
| Admin fee / account holder | $605 | $6,724-91.0% | $8,252-92.7% | $5,651-89.3% |