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 | $622,801 | $198,466+213.8% | $170,442+265.4% | $147,584+322.0% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 14.71% | 257.29%-242.6pp | 205.93%-191.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $32,872 | $6,184+431.6% | $5,433+505.1% | $4,876+574.1% |
| Participant deferral / active EE | $19,562 | $5,629+247.5% | $4,939+296.0% | $5,439+259.7% |
| Admin fee / account holder | $42,059 | $16,852+149.6% | $13,880+203.0% | $10,885+286.4% |