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 | $626,409 | $74,927+736.0% | $101,794+515.4% | $84,808+638.6% |
| Participation rate | 81.0% | 61.4%+19.5pp | 69.2%+11.8pp | 68.3%+12.6pp |
| Annual return | 20.07% | 18.70%+1.4pp | 30.53%-10.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,889 | $1,522+89.9% | $2,289+26.2% | $2,631+9.8% |
| Participant deferral / active EE | $7,773 | $3,099+150.8% | $4,084+90.3% | $4,212+84.6% |
| Admin fee / account holder | $78,281 | $6,514+1101.8% | $8,777+791.9% | $7,344+966.0% |