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 | $525,417 | $54,762+859.5% | $90,281+482.0% | $72,985+619.9% |
| Participation rate | 92.7% | 65.1%+27.5pp | 73.3%+19.4pp | 69.5%+23.2pp |
| Annual return | 17.97% | 30.63%-12.7pp | 78.10%-60.1pp | 81.00%-63.0pp |
| Employer contribution / active EE | $24,246 | $2,092+1058.7% | $2,854+749.4% | $2,440+893.8% |
| Participant deferral / active EE | $15,005 | $2,887+419.7% | $3,885+286.2% | $3,607+315.9% |
| Admin fee / account holder | $29,984 | $3,972+654.9% | $5,351+460.3% | $5,124+485.1% |