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 | $636,743 | $217,402+192.9% | $185,823+242.7% | $167,490+280.2% |
| Participation rate | 76.5% | 86.0%-9.6pp | 81.7%-5.2pp | 82.1%-5.6pp |
| Annual return | 15.16% | 148.36%-133.2pp | 122.05%-106.9pp | 478.56%-463.4pp |
| Employer contribution / active EE | $5,846 | $5,873-0.5% | $5,167+13.1% | $4,837+20.8% |
| Participant deferral / active EE | $6,134 | $6,356-3.5% | $5,568+10.2% | $6,341-3.3% |
| Admin fee / account holder | $7,347 | $19,811-62.9% | $16,237-54.8% | $12,309-40.3% |