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 | $360,901 | $100,041+260.8% | $149,718+141.1% | $70,131+414.6% |
| Participation rate | 97.6% | 83.6%+14.0pp | 87.1%+10.6pp | 69.5%+28.1pp |
| Annual return | 27.80% | 27.43%+0.4pp | 1501.63%-1473.8pp | 73.14%-45.3pp |
| Employer contribution / active EE | $8,910 | $3,662+143.3% | $5,445+63.6% | $2,342+280.4% |
| Participant deferral / active EE | $13,581 | $4,983+172.6% | $6,569+106.7% | $3,332+307.6% |
| Admin fee / account holder | $19,697 | $8,286+137.7% | $11,283+74.6% | $4,645+324.0% |