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 | $470,007 | $109,413+329.6% | $156,263+200.8% | $84,808+454.2% |
| Participation rate | 96.7% | 72.7%+24.0pp | 78.9%+17.8pp | 68.3%+28.4pp |
| Annual return | 16.69% | 20.18%-3.5pp | 59.47%-42.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $8,674 | $2,907+198.4% | $4,333+100.2% | $2,631+229.7% |
| Participant deferral / active EE | $19,374 | $4,590+322.1% | $6,158+214.6% | $4,212+360.0% |
| Admin fee / account holder | $27,628 | $9,357+195.3% | $14,255+93.8% | $7,344+276.2% |