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 | $646,908 | $80,717+701.5% | $154,803+317.9% | $84,808+662.8% |
| Participation rate | 88.5% | 66.8%+21.7pp | 78.1%+10.4pp | 68.3%+20.2pp |
| Annual return | 15.35% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $13,326 | $2,761+382.6% | $4,305+209.5% | $2,631+406.5% |
| Participant deferral / active EE | $11,230 | $3,303+240.0% | $5,540+102.7% | $4,212+166.6% |
| Admin fee / account holder | $16,634 | $6,746+146.6% | $14,329+16.1% | $7,344+126.5% |