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 | $502,677 | $80,717+522.8% | $154,803+224.7% | $84,808+492.7% |
| Participation rate | 97.2% | 66.8%+30.4pp | 78.1%+19.2pp | 68.3%+28.9pp |
| Annual return | 17.43% | 37.96%-20.5pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $9,580 | $2,761+246.9% | $4,305+122.5% | $2,631+264.1% |
| Participant deferral / active EE | $9,075 | $3,303+174.7% | $5,540+63.8% | $4,212+115.5% |
| Admin fee / account holder | $8,193 | $6,746+21.4% | $14,329-42.8% | $7,344+11.6% |