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 | $462,507 | $99,020+367.1% | $86,590+434.1% | $147,584+213.4% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 22.03% | 1312.34%-1290.3pp | 964.84%-942.8pp | 578.55%-556.5pp |
| Employer contribution / active EE | $4,108 | $3,132+31.2% | $2,839+44.7% | $4,876-15.8% |
| Participant deferral / active EE | $7,199 | $3,972+81.2% | $3,609+99.5% | $5,439+32.4% |
| Admin fee / account holder | $3,477 | $5,710-39.1% | $4,906-29.1% | $10,885-68.1% |