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 | $547,405 | $81,248+573.7% | $155,509+252.0% | $80,856+577.0% |
| Participation rate | 98.3% | 66.2%+32.1pp | 78.2%+20.1pp | 67.6%+30.7pp |
| Annual return | 12.48% | 33.31%-20.8pp | 64.67%-52.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $29,959 | $3,100+866.3% | $4,672+541.2% | $2,755+987.5% |
| Participant deferral / active EE | $17,730 | $3,452+413.7% | $5,626+215.1% | $4,296+312.7% |
| Admin fee / account holder | $27,333 | $7,997+241.8% | $15,912+71.8% | $6,918+295.1% |