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 | $291,059 | $85,766+239.4% | $136,294+113.6% | $70,131+315.0% |
| Participation rate | 97.2% | 74.2%+23.1pp | 81.9%+15.3pp | 69.5%+27.7pp |
| Annual return | 15.97% | 31.45%-15.5pp | 5155.94%-5140.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $11,624 | $2,966+291.9% | $4,695+147.6% | $2,342+396.2% |
| Participant deferral / active EE | $4,648 | $5,051-8.0% | $6,247-25.6% | $3,332+39.5% |
| Admin fee / account holder | $11,146 | $5,420+105.6% | $9,243+20.6% | $4,645+139.9% |