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 | $859,382 | $109,881+682.1% | $150,045+472.7% | $84,808+913.3% |
| Participation rate | 96.1% | 76.1%+20.0pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 15.31% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $19,147 | $3,561+437.7% | $4,693+308.0% | $2,631+627.8% |
| Participant deferral / active EE | $11,095 | $6,636+67.2% | $7,997+38.7% | $4,212+163.5% |
| Admin fee / account holder | $186,579 | $8,568+2077.6% | $13,435+1288.8% | $7,344+2440.6% |