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 | $551,078 | $154,117+257.6% | $129,995+323.9% | $139,434+295.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.12% | 32.48%-20.4pp | -137.18%+149.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $3,063 | $5,289-42.1% | $4,320-29.1% | $4,751-35.5% |
| Participant deferral / active EE | $16,467 | $6,710+145.4% | $5,820+182.9% | $6,710+145.4% |
| Admin fee / account holder | $2,638 | $14,007-81.2% | $10,614-75.1% | $11,403-76.9% |