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 | $367,495 | $98,240+274.1% | $82,313+346.5% | $147,584+149.0% |
| Participation rate | 94.1% | 79.7%+14.4pp | 76.9%+17.2pp | 82.8%+11.3pp |
| Annual return | 12.15% | 30.85%-18.7pp | 25.88%-13.7pp | 578.55%-566.4pp |
| Employer contribution / active EE | $13,490 | $3,192+322.7% | $2,428+455.5% | $4,876+176.6% |
| Participant deferral / active EE | $5,553 | $4,383+26.7% | $3,706+49.8% | $5,439+2.1% |
| Admin fee / account holder | $4,866 | $8,563-43.2% | $5,608-13.2% | $10,885-55.3% |