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 | $544,300 | $85,202+538.8% | $172,739+215.1% | $72,985+645.8% |
| Participation rate | 91.9% | 70.1%+21.9pp | 82.6%+9.3pp | 69.5%+22.4pp |
| Annual return | 20.37% | 27.32%-7.0pp | 802.84%-782.5pp | 81.00%-60.6pp |
| Employer contribution / active EE | $21,017 | $3,324+532.2% | $5,143+308.7% | $2,440+761.4% |
| Participant deferral / active EE | $14,539 | $3,260+346.0% | $5,198+179.7% | $3,607+303.0% |
| Admin fee / account holder | $36,283 | $5,884+516.7% | $13,954+160.0% | $5,124+608.1% |