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 | $529,387 | $132,049+300.9% | $200,582+163.9% | $74,304+612.5% |
| Participation rate | 92.2% | 84.1%+8.1pp | 86.9%+5.3pp | 60.3%+31.8pp |
| Annual return | 15.18% | 22.22%-7.0pp | 42.33%-27.2pp | 29.43%-14.3pp |
| Employer contribution / active EE | $16,721 | $4,558+266.9% | $6,419+160.5% | $2,241+646.1% |
| Participant deferral / active EE | $11,052 | $7,213+53.2% | $9,331+18.4% | $3,767+193.4% |
| Admin fee / account holder | $37,380 | $2,405+1454.5% | $16,305+129.3% | $2,969+1159.1% |