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 | $475,732 | $89,355+432.4% | $141,162+237.0% | $72,985+551.8% |
| Participation rate | 98.5% | 75.1%+23.4pp | 82.5%+16.0pp | 69.5%+29.0pp |
| Annual return | 20.80% | 111.85%-91.0pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $10,776 | $3,114+246.0% | $4,735+127.6% | $2,440+341.7% |
| Participant deferral / active EE | $7,754 | $5,418+43.1% | $6,709+15.6% | $3,607+114.9% |
| Admin fee / account holder | $18,234 | $5,958+206.0% | $10,261+77.7% | $5,124+255.8% |