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 | $749,657 | $91,190+722.1% | $178,490+320.0% | $79,858+838.7% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 30.79% | 24.19%+6.6pp | 151.07%-120.3pp | 31.71%-0.9pp |
| Employer contribution / active EE | $30,364 | $3,256+832.6% | $5,011+506.0% | $2,471+1128.9% |
| Participant deferral / active EE | $4,175 | $3,236+29.0% | $5,202-19.7% | $3,740+11.6% |
| Admin fee / account holder | $3,513 | $6,751-48.0% | $13,984-74.9% | $5,306-33.8% |