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 | $734,749 | $77,899+843.2% | $149,673+390.9% | $75,163+877.5% |
| Participation rate | 92.7% | 65.6%+27.1pp | 78.8%+13.9pp | 67.2%+25.5pp |
| Annual return | 16.64% | 31.72%-15.1pp | 134.42%-117.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $29,429 | $3,137+838.0% | $4,818+510.9% | $2,670+1002.3% |
| Participant deferral / active EE | $16,314 | $3,411+378.3% | $5,680+187.2% | $4,125+295.5% |
| Admin fee / account holder | $6,008 | $5,956+0.9% | $13,210-54.5% | $5,651+6.3% |